Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-26,575
Closed -$1.51M 449
2024
Q4
$1.51M Buy
+26,575
New +$1.51M 0.45% 55
2023
Q3
Sell
-10,416
Closed -$597K 489
2023
Q2
$597K Buy
+10,416
New +$597K 0.32% 127
2022
Q2
Sell
-6,397
Closed -$368K 231
2022
Q1
$368K Buy
+6,397
New +$368K 0.19% 231