Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,077
Closed -$415K 3163
2024
Q4
$415K Sell
4,077
-7,942
-66% -$809K 0.03% 927
2024
Q3
$1.34M Buy
12,019
+1,050
+10% +$117K 0.1% 296
2024
Q2
$1.05M Sell
10,969
-716
-6% -$68.4K 0.09% 345
2024
Q1
$1.04M Buy
+11,685
New +$1.04M 0.14% 153