Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,778
Closed -$324K 3059
2024
Q4
$324K Buy
+4,778
New +$324K 0.03% 1149
2024
Q1
Sell
-4,236
Closed -$264K 2294
2023
Q4
$264K Buy
4,236
+475
+13% +$29.6K 0.06% 727
2023
Q3
$213K Buy
+3,761
New +$213K 0.04% 978
2022
Q4
Sell
-3,727
Closed -$232K 1485
2022
Q3
$232K Buy
+3,727
New +$232K 0.06% 687