Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,583
Closed -$456K 190
2024
Q4
$456K Sell
4,583
-59,748
-93% -$5.94M 0.03% 164
2024
Q3
$7.29M Buy
64,331
+9,292
+17% +$1.05M 0.49% 82
2024
Q2
$6.81M Buy
55,039
+511
+0.9% +$63.2K 0.61% 64
2024
Q1
$7.19M Buy
+54,528
New +$7.19M 0.62% 64