Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,575
Closed -$211K 1165
2024
Q4
$211K Buy
+5,575
New +$211K ﹤0.01% 1046
2023
Q2
Sell
-5,148
Closed -$219K 969
2023
Q1
$219K Buy
5,148
+126
+3% +$5.36K 0.01% 880
2022
Q4
$228K Buy
+5,022
New +$228K 0.01% 790
2022
Q1
Sell
-9,738
Closed -$580K 742
2021
Q4
$580K Buy
+9,738
New +$580K 0.04% 372