Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-16,462
Closed -$2.38M 192
2024
Q4
$2.38M Hold
16,462
0.21% 131
2024
Q3
$2.38M Buy
16,462
+8,758
+114% +$1.27M 0.43% 75
2024
Q2
$1.12M Buy
7,704
+143
+2% +$20.9K 0.24% 102
2024
Q1
$1.09M Buy
+7,561
New +$1.09M 0.23% 111