Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,681
Closed -$741K 219
2024
Q4
$741K Sell
6,681
-2,229
-25% -$247K 0.21% 89
2024
Q3
$1.06M Buy
8,910
+7,174
+413% +$850K 0.33% 60
2024
Q2
$239K Buy
+1,736
New +$239K 0.07% 176