Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-77,184
Closed -$2.81M 239
2024
Q4
$2.81M Buy
+77,184
New +$2.81M 0.04% 154
2022
Q2
Sell
-152,130
Closed -$3.31M 277
2022
Q1
$3.31M Hold
152,130
0.05% 118
2021
Q4
$5.28M Buy
+152,130
New +$5.28M 0.07% 89