Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-22,072
Closed -$84.1K 702
2024
Q4
$84.1K Buy
+22,072
New +$84.1K 0.04% 387
2023
Q4
Sell
-18,447
Closed -$75.4K 821
2023
Q3
$75.4K Buy
+18,447
New +$75.4K 0.03% 443
2023
Q2
Sell
-51,655
Closed -$465K 598
2023
Q1
$465K Buy
51,655
+37,250
+259% +$335K 0.18% 193
2022
Q4
$137K Buy
+14,405
New +$137K 0.1% 286