Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-15,201
Closed -$260K 3111
2024
Q4
$260K Buy
+15,201
New +$260K ﹤0.01% 1592
2024
Q3
Sell
-12,979
Closed -$250K 2913
2024
Q2
$250K Buy
+12,979
New +$250K ﹤0.01% 1414
2024
Q1
Sell
-11,561
Closed -$312K 2890
2023
Q4
$312K Buy
+11,561
New +$312K ﹤0.01% 1473
2021
Q4
Sell
-2,832
Closed -$223K 3732
2021
Q3
$223K Sell
2,832
-1,708
-38% -$134K ﹤0.01% 2357
2021
Q2
$364K Buy
+4,540
New +$364K ﹤0.01% 1933