Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,592
Closed -$270K 400
2024
Q4
$270K Buy
+2,592
New +$270K 0.2% 195
2023
Q2
Sell
-6,786
Closed -$497K 254
2023
Q1
$497K Buy
6,786
+2,331
+52% +$171K 0.63% 63
2022
Q4
$294K Buy
+4,455
New +$294K 0.88% 53