Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-50,920
Closed -$6.57M 116
2024
Q4
$6.57M Sell
50,920
-13,534
-21% -$1.75M 0.45% 66
2024
Q3
$8.81M Buy
+64,454
New +$8.81M 0.71% 50
2024
Q1
Sell
-77,740
Closed -$7.11M 138
2023
Q4
$7.11M Buy
+77,740
New +$7.11M 0.62% 51
2020
Q4
Sell
-109,444
Closed -$14.7M 111
2020
Q3
$14.7M Buy
+109,444
New +$14.7M 1.13% 37