Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-43,287
Closed -$5.59M 1491
2024
Q4
$5.59M Sell
43,287
-61,313
-59% -$7.91M 0.15% 176
2024
Q3
$14.3M Buy
+104,600
New +$14.3M 0.37% 74
2022
Q3
Sell
-18,538
Closed -$2.01M 1409
2022
Q2
$2.01M Buy
+18,538
New +$2.01M 0.65% 27
2022
Q1
Sell
-239
Closed -$36K 1341
2021
Q4
$36K Buy
+239
New +$36K 0.07% 402