Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-849
Closed -$378K 212
2024
Q4
$378K Buy
849
+306
+56% +$136K 0.26% 114
2024
Q3
$281K Buy
+543
New +$281K 0.14% 223
2023
Q2
Sell
-1,930
Closed -$744K 342
2023
Q1
$744K Buy
+1,930
New +$744K 0.36% 86
2021
Q1
Sell
-2,441
Closed -$1.22M 147
2020
Q4
$1.22M Buy
+2,441
New +$1.22M 0.97% 27