Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-24,961
Closed -$5.49M 479
2024
Q4
$5.49M Buy
+24,961
New +$5.49M 0.1% 178
2024
Q1
Sell
-8,443
Closed -$1.38M 374
2023
Q4
$1.38M Buy
+8,443
New +$1.38M 0.07% 109
2020
Q1
Sell
-1,907
Closed -$244K 255
2019
Q4
$244K Hold
1,907
0.02% 219
2019
Q3
$265K Buy
1,907
+370
+24% +$51.4K 0.02% 207
2019
Q2
$203K Hold
1,537
0.01% 234
2019
Q1
$207K Buy
+1,537
New +$207K 0.02% 185