Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,674
Closed -$58.1K 3770
2024
Q4
$58.1K Buy
+10,674
New +$58.1K ﹤0.01% 3662
2023
Q1
Sell
-64,544
Closed -$843K 3872
2022
Q4
$843K Sell
64,544
-4,127
-6% -$53.9K ﹤0.01% 2998
2022
Q3
$884K Buy
68,671
+11,096
+19% +$143K ﹤0.01% 2958
2022
Q2
$800K Sell
57,575
-18,119
-24% -$252K ﹤0.01% 3074
2022
Q1
$1.5M Buy
75,694
+6,469
+9% +$128K ﹤0.01% 2876
2021
Q4
$1.09M Buy
+69,225
New +$1.09M ﹤0.01% 3003