Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,500
Closed -$846K 242
2024
Q4
$846K Buy
+2,500
New +$846K 0.24% 171
2024
Q1
Sell
-5,194
Closed -$1.47M 421
2023
Q4
$1.47M Buy
5,194
+609
+13% +$172K 0.35% 82
2023
Q3
$1.17M Buy
+4,585
New +$1.17M 0.3% 123