Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,386
Closed -$902K 1620
2024
Q4
$902K Sell
14,386
-3,328
-19% -$209K 0.01% 689
2024
Q3
$1.1M Sell
17,714
-29,807
-63% -$1.84M 0.01% 608
2024
Q2
$2.97M Buy
47,521
+33,493
+239% +$2.09M 0.03% 286
2024
Q1
$1.02M Buy
+14,028
New +$1.02M 0.01% 535