Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-25,441
Closed -$371K 1754
2025
Q1
$371K Buy
25,441
+7,381
+41% +$108K 0.01% 1334
2024
Q4
$366K Buy
+18,060
New +$366K 0.01% 1299
2022
Q1
Sell
-17,182
Closed -$1.28M 248
2021
Q4
$1.28M Sell
17,182
-5,806
-25% -$433K 0.14% 147
2021
Q3
$2.39M Buy
+22,988
New +$2.39M 0.31% 82