Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,336
Closed -$207K 881
2024
Q4
$207K Buy
+5,336
New +$207K 0.07% 487
2024
Q3
Sell
-11,557
Closed -$427K 742
2024
Q2
$427K Buy
+11,557
New +$427K 0.18% 203
2024
Q1
Sell
-4,795
Closed -$227K 580
2023
Q4
$227K Buy
+4,795
New +$227K 0.17% 256
2021
Q3
Sell
-6,492
Closed -$259K 700
2021
Q2
$259K Buy
+6,492
New +$259K 0.1% 403
2021
Q1
Sell
-25,517
Closed -$834K 947
2020
Q4
$834K Buy
+25,517
New +$834K 0.29% 88