Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-136,456
Closed -$1.12M 487
2024
Q4
$1.12M Sell
136,456
-382,370
-74% -$3.15M 0.03% 234
2024
Q3
$3.86M Sell
518,826
-208,652
-29% -$1.55M 0.11% 131
2024
Q2
$6.28M Buy
+727,478
New +$6.28M 0.18% 112
2023
Q4
Hold
0
349
2023
Q3
Hold
0
358