Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-43,069
Closed -$78K 2424
2024
Q4
$78K Buy
+43,069
New +$78K ﹤0.01% 1850
2024
Q3
Sell
-12,780
Closed -$25K 2360
2024
Q2
$25K Buy
+12,780
New +$25K ﹤0.01% 1733
2023
Q2
Sell
-10,184
Closed -$18K 2396
2023
Q1
$18K Sell
10,184
-27,996
-73% -$49.5K ﹤0.01% 2008
2022
Q4
$384K Sell
38,180
-96,071
-72% -$966K 0.01% 1460
2022
Q3
$1.34M Buy
134,251
+999
+0.7% +$9.99K 0.01% 736
2022
Q2
$1.33M Buy
133,252
+98,980
+289% +$989K 0.01% 747
2022
Q1
$345K Buy
34,272
+4,810
+16% +$48.4K ﹤0.01% 1921
2021
Q4
$293K Buy
+29,462
New +$293K ﹤0.01% 2045