Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-20,383
Closed -$1.23M 948
2024
Q4
$1.23M Buy
20,383
+3,878
+23% +$234K 0.39% 25
2024
Q3
$1.24M Sell
16,505
-306
-2% -$23K 0.28% 49
2024
Q2
$1.22M Buy
16,811
+5,461
+48% +$397K 0.21% 131
2024
Q1
$874K Buy
+11,350
New +$874K 0.17% 182