Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-30,200
Closed -$1.12M 98
2024
Q4
$1.12M Buy
+30,200
New +$1.12M 0.54% 49
2024
Q2
Sell
-33,900
Closed -$1.21M 89
2024
Q1
$1.21M Buy
+33,900
New +$1.21M 0.59% 26
2020
Q4
Sell
-17,900
Closed -$1.14M 83
2020
Q3
$1.14M Buy
+17,900
New +$1.14M 0.67% 55