Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-22,191
Closed -$71K 2715
2025
Q1
$71K Buy
+22,191
New +$71K ﹤0.01% 1971
2023
Q4
Sell
-42,061
Closed -$119K 2443
2023
Q3
$119K Buy
+42,061
New +$119K ﹤0.01% 1715
2022
Q4
Sell
-20,350
Closed -$45K 2553
2022
Q3
$45K Buy
+20,350
New +$45K ﹤0.01% 2259
2022
Q1
Sell
-40,773
Closed -$282K 3121
2021
Q4
$282K Buy
+40,773
New +$282K ﹤0.01% 2063
2021
Q1
Sell
-62,149
Closed -$1.24M 2666
2020
Q4
$1.24M Buy
+62,149
New +$1.24M 0.02% 478