Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-15,782
Closed -$1.82M 137
2024
Q4
$1.82M Sell
15,782
-7,296
-32% -$841K 0.52% 49
2024
Q3
$2.74M Buy
23,078
+4,513
+24% +$535K 0.78% 39
2024
Q2
$2.56M Buy
18,565
+12,707
+217% +$1.75M 0.8% 35
2024
Q1
$668K Buy
+5,858
New +$668K 0.22% 93
2019
Q2
Sell
-1,584
Closed -$47K 142
2019
Q1
$47K Buy
+1,584
New +$47K 0.04% 165