Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,215
Closed -$213K 2598
2024
Q4
$213K Buy
+10,215
New +$213K ﹤0.01% 1695
2024
Q3
Sell
-10,351
Closed -$260K 2498
2024
Q2
$260K Buy
+10,351
New +$260K ﹤0.01% 1398
2023
Q4
Sell
-7,112
Closed -$250K 2394
2023
Q3
$250K Buy
+7,112
New +$250K ﹤0.01% 1543
2022
Q1
Sell
-59,893
Closed -$2.37M 3075
2021
Q4
$2.37M Buy
+59,893
New +$2.37M 0.01% 516