Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-19,715
Closed -$131K 1667
2025
Q1
$131K Buy
+19,715
New +$131K 0.01% 1170
2024
Q3
Sell
-21,822
Closed -$172K 2261
2024
Q2
$172K Sell
21,822
-5,177
-19% -$40.7K ﹤0.01% 1400
2024
Q1
$221K Buy
+26,999
New +$221K ﹤0.01% 1158
2023
Q4
Sell
-51,217
Closed -$425K 2111
2023
Q3
$425K Buy
+51,217
New +$425K ﹤0.01% 850