Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-35,591
Closed -$721K 497
2024
Q4
$721K Buy
+35,591
New +$721K 0.08% 227
2022
Q2
Sell
-37,485
Closed -$1.56M 426
2022
Q1
$1.56M Buy
37,485
+32,634
+673% +$1.36M 0.28% 108
2021
Q4
$362K Buy
4,851
+387
+9% +$28.9K 0.14% 195
2021
Q3
$464K Buy
+4,464
New +$464K 0.12% 210