Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Buy
+12,783
New +$265K ﹤0.01% 1632
2025
Q1
Sell
-15,309
Closed -$237K 2741
2024
Q4
$237K Buy
+15,309
New +$237K ﹤0.01% 1640
2023
Q3
Sell
-13,801
Closed -$155K 2532
2023
Q2
$155K Buy
+13,801
New +$155K ﹤0.01% 1714
2022
Q4
Sell
-27,616
Closed -$337K 2630
2022
Q3
$337K Buy
27,616
+12,977
+89% +$158K ﹤0.01% 1801
2022
Q2
$204K Sell
14,639
-16,792
-53% -$234K ﹤0.01% 2167
2022
Q1
$450K Buy
31,431
+3,989
+15% +$57.1K ﹤0.01% 1737
2021
Q4
$344K Buy
+27,442
New +$344K ﹤0.01% 1938
2021
Q2
Sell
-20,115
Closed -$250K 3057
2021
Q1
$250K Buy
+20,115
New +$250K ﹤0.01% 1977