Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-91,191
Closed -$430K 745
2024
Q4
$430K Buy
+91,191
New +$430K 0.02% 355
2023
Q1
Sell
-29,635
Closed -$95K 776
2022
Q4
$95K Sell
29,635
-32,626
-52% -$105K 0.02% 344
2022
Q3
$163K Buy
62,261
+24,261
+64% +$63.5K 0.05% 221
2022
Q2
$96K Buy
+38,000
New +$96K 0.03% 303