Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,574
Closed -$620K 1764
2024
Q4
$620K Buy
+1,574
New +$620K 0.01% 1105
2023
Q2
Sell
-2,664
Closed -$649K 1169
2023
Q1
$649K Buy
+2,664
New +$649K 0.04% 363
2020
Q2
Sell
-6,174
Closed -$1.32M 149
2020
Q1
$1.32M Hold
6,174
0.48% 65
2019
Q4
$1.32M Buy
+6,174
New +$1.32M 0.48% 65