Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,815
Closed -$365K 483
2024
Q4
$365K Buy
+3,815
New +$365K 0.16% 221
2023
Q2
Sell
-18,500
Closed -$1.45M 273
2023
Q1
$1.45M Buy
18,500
+15,294
+477% +$1.2M 0.58% 30
2022
Q4
$270K Buy
+3,206
New +$270K 0.19% 205