Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-139,502
Closed -$4.55M 199
2024
Q4
$4.55M Buy
139,502
+2,613
+2% +$85.3K 0.62% 54
2024
Q3
$4.91M Buy
+136,889
New +$4.91M 0.73% 49
2021
Q4
Sell
-71
Closed -$2K 225
2021
Q3
$2K Buy
+71
New +$2K ﹤0.01% 406