Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-47,701
Closed -$386K 530
2024
Q4
$386K Sell
47,701
-91,430
-66% -$741K 0.11% 258
2024
Q3
$1.28M Sell
139,131
-148,251
-52% -$1.36M 0.34% 90
2024
Q2
$2.6M Buy
287,382
+260,595
+973% +$2.36M 0.95% 24
2024
Q1
$188K Buy
+26,787
New +$188K 0.08% 233