Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9,312
Closed -$4.12M 197
2024
Q4
$4.12M Buy
9,312
+4,570
+96% +$2.02M 0.36% 95
2024
Q3
$2.04M Buy
4,742
+3,412
+257% +$1.47M 0.36% 92
2024
Q2
$486K Sell
1,330
-3,380
-72% -$1.23M 0.1% 150
2024
Q1
$1.65M Buy
4,710
+71
+2% +$24.9K 0.35% 85
2023
Q4
$999K Buy
+4,639
New +$999K 0.23% 101