Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-87,533
Closed -$6.04M 297
2024
Q4
$6.04M Buy
87,533
+4,052
+5% +$280K 0.52% 13
2024
Q3
$6.09M Buy
+83,481
New +$6.09M 0.7% 8
2024
Q2
Sell
-20,517
Closed -$557K 273
2024
Q1
$557K Buy
+20,517
New +$557K 0.06% 85
2022
Q4
Hold
0
627
2022
Q3
Hold
0
719
2020
Q2
Hold
0
620
2020
Q1
Hold
0
521