Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,000
Closed -$1.41M 284
2024
Q4
$1.41M Buy
+5,000
New +$1.41M 0.21% 65
2023
Q2
Sell
-750
Closed -$171K 338
2023
Q1
$171K Buy
+750
New +$171K 0.03% 196
2022
Q4
Sell
-3,200
Closed -$475K 241
2022
Q3
$475K Buy
3,200
+2,600
+433% +$386K 0.1% 103
2022
Q2
$136K Buy
+600
New +$136K 0.03% 194
2022
Q1
Sell
-3,352
Closed -$867K 386
2021
Q4
$867K Buy
+3,352
New +$867K 0.14% 76