Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-52,583
Closed -$219K 3371
2025
Q1
$219K Buy
+52,583
New +$219K ﹤0.01% 1743
2024
Q2
Sell
-61,280
Closed -$397K 3068
2024
Q1
$397K Buy
+61,280
New +$397K ﹤0.01% 1311
2022
Q2
Sell
-22,230
Closed -$138K 3650
2022
Q1
$138K Buy
+22,230
New +$138K ﹤0.01% 2325
2021
Q4
Sell
-30,343
Closed -$193K 3894
2021
Q3
$193K Sell
30,343
-16,210
-35% -$103K ﹤0.01% 2444
2021
Q2
$344K Buy
+46,553
New +$344K ﹤0.01% 1970