Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,871
Closed -$2.14M 2363
2024
Q4
$2.14M Buy
11,871
+10,378
+695% +$1.87M 0.18% 77
2024
Q3
$256K Sell
1,493
-10,252
-87% -$1.76M 0.02% 1291
2024
Q2
$1.96M Buy
+11,745
New +$1.96M 0.17% 134
2021
Q4
Sell
-5,859
Closed -$727K 661
2021
Q3
$727K Buy
+5,859
New +$727K 0.24% 95