Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-13,385
Closed -$36K 2349
2024
Q4
$36K Buy
+13,385
New +$36K ﹤0.01% 1926
2023
Q4
Sell
-19,870
Closed -$61K 2186
2023
Q3
$61K Buy
+19,870
New +$61K ﹤0.01% 1770
2021
Q2
Sell
-26,421
Closed -$1.01M 2780
2021
Q1
$1.01M Buy
+26,421
New +$1.01M 0.01% 994
2019
Q4
Sell
-38,774
Closed -$1.66M 1130
2019
Q3
$1.66M Buy
+38,774
New +$1.66M 0.08% 161