Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-149,688
Closed -$4.42M 508
2024
Q4
$4.42M Buy
149,688
+79,551
+113% +$2.35M 0.51% 64
2024
Q3
$2.2M Buy
+70,137
New +$2.2M 0.26% 111
2020
Q1
Sell
-88,032
Closed -$3.32M 1051
2019
Q4
$3.32M Buy
+88,032
New +$3.32M 0.33% 57