Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,527
Closed -$422K 511
2024
Q4
$422K Buy
+1,527
New +$422K 0.19% 203
2024
Q1
Sell
-7,600
Closed -$2.28M 654
2023
Q4
$2.28M Buy
+7,600
New +$2.28M 0.61% 10
2023
Q2
Sell
-4,600
Closed -$1.18M 334
2023
Q1
$1.18M Buy
4,600
+3,688
+404% +$942K 0.47% 45
2022
Q4
$302K Buy
+912
New +$302K 0.21% 184