Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-62,745
Closed -$2.81M 127
2024
Q4
$2.81M Sell
62,745
-47
-0.1% -$2.1K 0.21% 110
2024
Q3
$2.78M Buy
62,792
+49
+0.1% +$2.17K 0.22% 104
2024
Q2
$2.42M Sell
62,743
-63,017
-50% -$2.43M 0.2% 107
2024
Q1
$6.16M Buy
125,760
+49,497
+65% +$2.42M 0.53% 55
2023
Q4
$3.69M Buy
+76,263
New +$3.69M 0.36% 79