Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-44,907
Closed -$4.66M 288
2024
Q4
$4.66M Buy
+44,907
New +$4.66M 0.66% 48
2023
Q2
Sell
-25,077
Closed -$1.9M 301
2023
Q1
$1.9M Buy
+25,077
New +$1.9M 0.37% 121
2021
Q3
Sell
-17,266
Closed -$1.62M 323
2021
Q2
$1.62M Buy
+17,266
New +$1.62M 0.25% 192