Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-17,586
Closed -$1.64M 664
2024
Q4
$1.64M Buy
17,586
+522
+3% +$48.8K 0.08% 246
2024
Q3
$1.67M Buy
17,064
+5,069
+42% +$496K 0.08% 272
2024
Q2
$1.17M Buy
11,995
+428
+4% +$41.9K 0.06% 306
2024
Q1
$1.42M Buy
+11,567
New +$1.42M 0.08% 254