Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,889
Closed -$78K 2735
2024
Q4
$78K Buy
+11,889
New +$78K ﹤0.01% 1851
2024
Q1
Sell
-193,831
Closed -$755K 2564
2023
Q4
$755K Buy
193,831
+116,151
+150% +$452K 0.01% 1048
2023
Q3
$327K Buy
+77,680
New +$327K ﹤0.01% 1438
2022
Q2
Sell
-118,873
Closed -$778K 3190
2022
Q1
$778K Buy
118,873
+52,734
+80% +$345K 0.01% 1105
2021
Q4
$309K Buy
+66,139
New +$309K ﹤0.01% 2008
2021
Q2
Sell
-56,894
Closed -$447K 3051
2021
Q1
$447K Buy
+56,894
New +$447K ﹤0.01% 1683