Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,770
Closed -$196K 618
2024
Q4
$196K Buy
+14,770
New +$196K 0.09% 337
2023
Q2
Sell
-19,824
Closed -$317K 474
2023
Q1
$317K Buy
19,824
+5,674
+40% +$90.7K 0.13% 286
2022
Q4
$233K Buy
+14,150
New +$233K 0.16% 235