Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,887
Closed -$1.43M 437
2024
Q4
$1.43M Sell
14,887
-913
-6% -$87.6K 0.01% 333
2024
Q3
$1.6M Sell
15,800
-234
-1% -$23.6K 0.01% 328
2024
Q2
$1.44M Sell
16,034
-404
-2% -$36.4K 0.01% 326
2024
Q1
$1.79M Buy
+16,438
New +$1.79M 0.01% 334