Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-831
Closed -$784K 2584
2024
Q4
$784K Buy
+831
New +$784K 0.06% 429
2024
Q1
Sell
-1,050
Closed -$846K 1965
2023
Q4
$846K Buy
+1,050
New +$846K 0.19% 53
2022
Q4
Sell
-549
Closed -$312K 1231
2022
Q3
$312K Buy
+549
New +$312K 0.08% 475
2021
Q4
Sell
-1,835
Closed -$1.45M 774
2021
Q3
$1.45M Buy
+1,835
New +$1.45M 0.49% 18