Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,454
Closed -$3.56M 469
2024
Q4
$3.56M Buy
10,454
+1
+0% +$341 0.02% 298
2024
Q3
$3.94M Sell
10,453
-65
-0.6% -$24.5K 0.01% 288
2024
Q2
$3.23M Sell
10,518
-461
-4% -$142K 0.01% 288
2024
Q1
$4.44M Buy
+10,979
New +$4.44M 0.02% 298