Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-93,254
Closed -$4.98M 368
2024
Q4
$4.98M Buy
+93,254
New +$4.98M 0.7% 35
2024
Q1
Sell
-124,781
Closed -$3.36M 337
2023
Q4
$3.36M Buy
+124,781
New +$3.36M 0.6% 89
2023
Q2
Sell
-138,070
Closed -$2.86M 374
2023
Q1
$2.86M Buy
+138,070
New +$2.86M 0.56% 46