Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-36,252
Closed -$2.86M 51
2024
Q4
$2.86M Buy
36,252
+19,552
+117% +$1.54M 2.7% 13
2024
Q3
$1.24M Buy
+16,700
New +$1.24M 0.71% 36
2022
Q4
Sell
-17,250
Closed -$981K 69
2022
Q3
$981K Buy
+17,250
New +$981K 0.53% 41