Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,406
Closed -$828K 717
2024
Q4
$828K Buy
+11,406
New +$828K 0.18% 211
2023
Q4
Sell
-7,632
Closed -$408K 466
2023
Q3
$408K Buy
+7,632
New +$408K 0.23% 191
2023
Q2
Sell
-27,674
Closed -$1.38M 546
2023
Q1
$1.38M Buy
27,674
+21,580
+354% +$1.07M 0.44% 55
2022
Q4
$284K Buy
+6,094
New +$284K 0.15% 290