Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,223
Closed -$484K 462
2024
Q4
$484K Sell
6,223
-34,301
-85% -$2.67M 0.14% 253
2024
Q3
$2.72M Buy
+40,524
New +$2.72M 0.88% 4
2023
Q2
Sell
-3,322
Closed -$386K 409
2023
Q1
$386K Buy
+3,322
New +$386K 0.23% 205