Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-819
Closed -$295K 338
2024
Q4
$295K Buy
+819
New +$295K 0.01% 265
2024
Q1
Sell
-705
Closed -$211K 345
2023
Q4
$211K Sell
705
-450
-39% -$135K 0.01% 267
2023
Q3
$316K Buy
+1,155
New +$316K 0.02% 252
2022
Q2
Sell
-650
Closed -$174K 543
2022
Q1
$174K Buy
650
+169
+35% +$45.2K 0.01% 399
2021
Q4
$129K Buy
+481
New +$129K 0.01% 376