Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,690
Closed -$708K 378
2024
Q4
$708K Buy
+1,690
New +$708K 0.53% 58
2024
Q1
Sell
-625
Closed -$257K 307
2023
Q4
$257K Buy
+625
New +$257K 0.18% 163
2023
Q3
Sell
-2,314
Closed -$882K 295
2023
Q2
$882K Buy
+2,314
New +$882K 0.79% 36
2023
Q1
Sell
-862
Closed -$281K 188
2022
Q4
$281K Buy
+862
New +$281K 0.84% 55