Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-21,947
Closed -$289K 969
2025
Q1
$289K Sell
21,947
-1,953
-8% -$25.7K ﹤0.01% 352
2024
Q4
$315K Buy
+23,900
New +$315K ﹤0.01% 348
2022
Q2
Sell
-9,600
Closed -$162K 872
2022
Q1
$162K Buy
+9,600
New +$162K ﹤0.01% 406
2021
Q3
Sell
-12,700
Closed -$236K 888
2021
Q2
$236K Buy
+12,700
New +$236K ﹤0.01% 330