Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,529
Closed -$1.02M 376
2024
Q4
$1.02M Buy
+2,529
New +$1.02M 0.43% 88
2024
Q1
Sell
-1,200
Closed -$298K 343
2023
Q4
$298K Buy
1,200
+363
+43% +$90.2K 0.19% 192
2023
Q3
$209K Buy
+837
New +$209K 0.12% 242
2022
Q4
Sell
-1,539
Closed -$408K 208
2022
Q3
$408K Sell
1,539
-531
-26% -$141K 0.86% 38
2022
Q2
$465K Buy
+2,070
New +$465K 1.05% 26
2019
Q2
Sell
-3,750
Closed -$70K 635
2019
Q1
$70K Buy
+3,750
New +$70K 0.03% 327