Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9,952
Closed -$461K 2989
2024
Q4
$461K Buy
+9,952
New +$461K 0.04% 824
2024
Q1
Sell
-13,869
Closed -$606K 2248
2023
Q4
$606K Buy
+13,869
New +$606K 0.13% 167
2022
Q1
Sell
-5,989
Closed -$205K 909
2021
Q4
$205K Buy
+5,989
New +$205K 0.12% 368
2021
Q2
Sell
-11,505
Closed -$396K 1047
2021
Q1
$396K Buy
+11,505
New +$396K 0.19% 171