Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-27,769
Closed -$2.57M 583
2024
Q4
$2.57M Buy
27,769
+2,522
+10% +$233K 0.17% 147
2024
Q3
$2.34M Buy
25,247
+1,735
+7% +$161K 0.19% 150
2024
Q2
$1.76M Hold
23,512
0.13% 178
2024
Q1
$2.03M Sell
23,512
-25,218
-52% -$2.18M 0.16% 172
2023
Q4
$3.37M Buy
48,730
+25,218
+107% +$1.74M 0.28% 106
2023
Q3
$1.29M Buy
+23,512
New +$1.29M 0.13% 176