Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-136,320
Closed -$1.76M 521
2024
Q4
$1.76M Buy
136,320
+83,212
+157% +$1.07M 0.03% 301
2024
Q3
$677K Buy
+53,108
New +$677K 0.01% 461
2022
Q2
Sell
-18,481
Closed -$710K 727
2022
Q1
$710K Buy
+18,481
New +$710K 0.01% 582