Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-33,498
Closed -$1.89M 4
2024
Q4
$1.89M Buy
+33,498
New +$1.89M 43.88% 1
2024
Q2
Sell
-13,565
Closed -$791K 3
2024
Q1
$791K Buy
+13,565
New +$791K 53.69% 1
2023
Q2
Sell
-23,225
Closed -$796K 5
2023
Q1
$796K Buy
+23,225
New +$796K 1.03% 5