Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,506
Closed -$280K 505
2024
Q4
$280K Buy
+5,506
New +$280K 0.03% 311
2023
Q2
Sell
-7,499
Closed -$268K 368
2023
Q1
$268K Sell
7,499
-1,182
-14% -$42.2K 0.03% 443
2022
Q4
$394K Buy
+8,681
New +$394K 0.06% 313
2021
Q2
Sell
-1,112
Closed -$44K 887
2021
Q1
$44K Buy
1,112
+238
+27% +$9.42K 0.01% 566
2020
Q4
$26K Sell
874
-1,532
-64% -$45.6K ﹤0.01% 843
2020
Q3
$49K Buy
+2,406
New +$49K 0.03% 441