Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,480
Closed -$278K 763
2025
Q1
$278K Buy
+7,480
New +$278K 0.01% 594
2024
Q2
Sell
-4,980
Closed -$216K 731
2024
Q1
$216K Sell
4,980
-2,400
-33% -$104K 0.01% 671
2023
Q4
$307K Buy
+7,380
New +$307K 0.01% 549
2022
Q2
Sell
-4,200
Closed -$202K 691
2022
Q1
$202K Buy
+4,200
New +$202K 0.01% 673