Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,763
Closed -$287K 420
2024
Q4
$287K Buy
1,763
+285
+19% +$46.4K 0.01% 361
2024
Q3
$288K Buy
+1,478
New +$288K 0.01% 316
2023
Q2
Sell
-5,735
Closed -$955K 85
2023
Q1
$955K Buy
+5,735
New +$955K 0.96% 28
2022
Q1
Sell
-834
Closed -$204K 86
2021
Q4
$204K Buy
+834
New +$204K 0.15% 74
2021
Q2
Sell
-12,965
Closed -$2.04M 98
2021
Q1
$2.04M Buy
+12,965
New +$2.04M 1.61% 22