Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,468
Closed -$769K 1573
2024
Q4
$769K Sell
12,468
-17,113
-58% -$1.06M 0.01% 756
2024
Q3
$1.9M Buy
29,581
+13,353
+82% +$856K 0.05% 404
2024
Q2
$1.17M Sell
16,228
-2,039
-11% -$147K 0.03% 542
2024
Q1
$1.29M Sell
18,267
-26,239
-59% -$1.85M 0.03% 503
2023
Q4
$3.58M Buy
44,506
+9,081
+26% +$731K 0.09% 248
2023
Q3
$2.79M Buy
+35,425
New +$2.79M 0.09% 243