Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,312
Closed -$397K 783
2024
Q4
$397K Sell
3,312
-7,855
-70% -$942K 0.04% 523
2024
Q3
$1.19M Sell
11,167
-14,239
-56% -$1.51M 0.11% 327
2024
Q2
$2.4M Buy
25,406
+22
+0.1% +$2.08K 0.23% 161
2024
Q1
$2.81M Buy
25,384
+16,196
+176% +$1.79M 0.27% 128
2023
Q4
$796K Buy
+9,188
New +$796K 0.09% 329