Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,000
Closed -$657K 260
2024
Q4
$657K Buy
+5,000
New +$657K 0.02% 254
2024
Q3
Sell
-22,500
Closed -$3.41M 405
2024
Q2
$3.41M Buy
+22,500
New +$3.41M 0.1% 137
2024
Q1
Sell
-5,000
Closed -$681K 423
2023
Q4
$681K Buy
+5,000
New +$681K 0.02% 308