Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,237
Closed -$418K 82
2024
Q4
$418K Buy
+3,237
New +$418K 0.1% 45
2024
Q3
Hold
0
61
2024
Q2
Hold
0
63
2024
Q1
Hold
0
62
2022
Q1
Hold
0
89
2021
Q4
Sell
-33,596
Closed -$4.93M 71
2021
Q3
$4.93M Buy
33,596
+20,969
+166% +$3.08M 0.54% 11
2021
Q2
$2.1M Buy
+12,627
New +$2.1M 0.22% 15