Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$69K Buy
+11,203
New +$69K ﹤0.01% 1954
2024
Q4
Sell
-7,456
Closed -$51K 2956
2024
Q3
$51K Buy
+7,456
New +$51K ﹤0.01% 1928
2024
Q1
Sell
-4,890
Closed -$379K 2878
2023
Q4
$379K Buy
+4,890
New +$379K ﹤0.01% 1386
2022
Q4
Sell
-16,248
Closed -$4.33M 2891
2022
Q3
$4.33M Buy
+16,248
New +$4.33M 0.05% 326
2021
Q2
Sell
-1,031
Closed -$547K 3311
2021
Q1
$547K Sell
1,031
-5,761
-85% -$3.06M 0.01% 1523
2020
Q4
$2.78M Buy
+6,792
New +$2.78M 0.06% 237