Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-81,365
Closed -$3.53M 73
2024
Q4
$3.53M Sell
81,365
-29,831
-27% -$1.29M 0.43% 45
2024
Q3
$5.04M Sell
111,196
-1,698
-2% -$77K 0.55% 38
2024
Q2
$4.65M Hold
112,894
0.56% 39
2024
Q1
$4.22M Sell
112,894
-4,876
-4% -$182K 0.5% 43
2023
Q4
$4.51M Buy
117,770
+53,940
+85% +$2.07M 0.55% 37
2023
Q3
$2.28M Buy
+63,830
New +$2.28M 0.28% 59