Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-16,703
Closed -$97K 2898
2025
Q1
$97K Buy
+16,703
New +$97K ﹤0.01% 1922
2024
Q2
Sell
-207,253
Closed -$1.95M 2577
2024
Q1
$1.95M Buy
+207,253
New +$1.95M 0.01% 554
2022
Q3
Sell
-11,589
Closed -$111K 3065
2022
Q2
$111K Buy
11,589
+10,782
+1,336% +$103K ﹤0.01% 2338
2022
Q1
$13K Sell
807
-376
-32% -$6.06K ﹤0.01% 2601
2021
Q4
$24K Buy
+1,183
New +$24K ﹤0.01% 2632