Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-18,586
Closed -$693K 412
2024
Q4
$693K Sell
18,586
-7,140
-28% -$266K 0.21% 185
2024
Q3
$996K Buy
+25,726
New +$996K 0.32% 103
2024
Q1
Sell
-26,731
Closed -$751K 304
2023
Q4
$751K Buy
+26,731
New +$751K 0.22% 195
2022
Q4
Sell
-11,641
Closed -$262K 157
2022
Q3
$262K Buy
+11,641
New +$262K 0.94% 40
2022
Q1
Sell
-21,336
Closed -$568K 376
2021
Q4
$568K Buy
+21,336
New +$568K 0.44% 71