Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,629
Closed -$1.69M 31
2024
Q4
$1.69M Buy
14,629
+311
+2% +$35.8K 1.08% 27
2024
Q3
$1.7M Buy
14,318
+705
+5% +$83.6K 1.2% 24
2024
Q2
$1.88M Sell
13,613
-9,462
-41% -$1.3M 1.31% 17
2024
Q1
$2.63M Buy
+23,075
New +$2.63M 1.82% 12