Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-34,774
Closed -$2.01M 1404
2024
Q4
$2.01M Buy
34,774
+2,592
+8% +$150K 0.02% 401
2024
Q3
$2.1M Buy
32,182
+15,317
+91% +$998K 0.02% 367
2024
Q2
$1.08M Buy
16,865
+422
+3% +$27.1K 0.01% 466
2024
Q1
$1.05M Buy
16,443
+449
+3% +$28.6K 0.01% 465
2023
Q4
$886K Buy
+15,994
New +$886K 0.01% 562