Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-70,383
Closed -$2.07M 557
2024
Q4
$2.07M Buy
70,383
+3,934
+6% +$116K 0.26% 124
2024
Q3
$1.93M Buy
66,449
+24,120
+57% +$700K 0.2% 162
2024
Q2
$1.59M Buy
+42,329
New +$1.59M 0.16% 185
2024
Q1
Sell
-68,283
Closed -$2.36M 614
2023
Q4
$2.36M Buy
68,283
+31,491
+86% +$1.09M 0.42% 73
2023
Q3
$933K Buy
+36,792
New +$933K 0.21% 147
2020
Q4
Sell
-3,500
Closed -$296K 429
2020
Q3
$296K Buy
+3,500
New +$296K 0.03% 289