Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-26,614
Closed -$300K 1289
2024
Q4
$300K Buy
+26,614
New +$300K 0.02% 933
2024
Q1
Sell
-10,342
Closed -$183K 1451
2023
Q4
$183K Buy
+10,342
New +$183K 0.02% 1019
2023
Q2
Sell
-27,342
Closed -$443K 1361
2023
Q1
$443K Buy
+27,342
New +$443K 0.05% 594