Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-30,528
Closed -$446K 782
2024
Q4
$446K Buy
+30,528
New +$446K 0.15% 235
2023
Q4
Sell
-12,688
Closed -$265K 505
2023
Q3
$265K Buy
+12,688
New +$265K 0.19% 242
2023
Q2
Sell
-21,457
Closed -$397K 602
2023
Q1
$397K Buy
+21,457
New +$397K 0.24% 151
2022
Q4
Sell
-11,635
Closed -$188K 471
2022
Q3
$188K Buy
+11,635
New +$188K 0.19% 235
2021
Q3
Sell
-21,280
Closed -$326K 572
2021
Q2
$326K Buy
+21,280
New +$326K 0.12% 318
2021
Q1
Sell
-22,460
Closed -$308K 839
2020
Q4
$308K Buy
+22,460
New +$308K 0.11% 369