Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,487
Closed -$264K 960
2025
Q1
$264K Buy
+11,487
New +$264K 0.01% 333
2024
Q3
Sell
-13,179
Closed -$428K 471
2024
Q2
$428K Buy
+13,179
New +$428K 0.02% 268
2023
Q1
Sell
-6,211
Closed -$273K 226
2022
Q4
$273K Buy
6,211
+1,423
+30% +$62.5K 0.01% 123
2022
Q3
$201K Sell
4,788
-4,073
-46% -$171K ﹤0.01% 151
2022
Q2
$436K Buy
+8,861
New +$436K 0.01% 95