Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-16,358
Closed -$104K 1281
2024
Q4
$104K Buy
+16,358
New +$104K 0.02% 804
2024
Q1
Sell
-23,146
Closed -$136K 1108
2023
Q4
$136K Buy
+23,146
New +$136K 0.03% 666
2023
Q2
Sell
-25,025
Closed -$240K 1007
2023
Q1
$240K Buy
25,025
+1,395
+6% +$13.4K 0.08% 469
2022
Q4
$154K Buy
+23,630
New +$154K 0.06% 520