Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-141
Closed -$1.13M 277
2024
Q4
$1.13M Sell
141
-1
-0.7% -$7.99K 0.39% 73
2024
Q3
$1.39M Buy
142
+33
+30% +$324K 0.47% 65
2024
Q2
$827K Buy
109
+32
+42% +$243K 0.29% 85
2024
Q1
$624K Buy
77
+35
+83% +$283K 0.22% 104
2023
Q4
$294K Buy
42
+16
+62% +$112K 0.11% 131
2023
Q3
$155K Buy
26
+13
+100% +$77.5K 0.07% 154
2023
Q2
$82.6K Buy
+13
New +$82.6K 0.03% 184