Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-13,802
Closed -$406K 1491
2024
Q4
$406K Buy
+13,802
New +$406K 0.01% 684
2024
Q2
Sell
-8,409
Closed -$372K 1697
2024
Q1
$372K Buy
+8,409
New +$372K 0.01% 825
2023
Q4
Sell
-7,907
Closed -$201K 1392
2023
Q3
$201K Buy
+7,907
New +$201K ﹤0.01% 933
2021
Q3
Sell
-7,747
Closed -$353K 1029
2021
Q2
$353K Buy
7,747
+3,031
+64% +$138K 0.01% 692
2021
Q1
$209K Buy
+4,716
New +$209K 0.01% 745