Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,494
Closed -$264K 636
2024
Q4
$264K Buy
+3,494
New +$264K 0.03% 317
2024
Q1
Sell
-9,575
Closed -$492K 548
2023
Q4
$492K Buy
9,575
+5,484
+134% +$282K 0.04% 335
2023
Q3
$222K Buy
+4,091
New +$222K 0.02% 424
2023
Q1
Sell
-10,116
Closed -$580K 675
2022
Q4
$580K Buy
+10,116
New +$580K 0.09% 245
2020
Q4
Sell
-3,096
Closed -$84K 1113
2020
Q3
$84K Buy
+3,096
New +$84K 0.06% 336