Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-72,326
Closed -$458K 2029
2024
Q4
$458K Buy
+72,326
New +$458K 0.01% 1116
2023
Q3
Sell
-22,100
Closed -$88K 2263
2023
Q2
$88K Buy
+22,100
New +$88K ﹤0.01% 1673
2022
Q3
Sell
-10,200
Closed -$123K 1986
2022
Q2
$123K Sell
10,200
-4,700
-32% -$56.7K 0.01% 1414
2022
Q1
$322K Buy
+14,900
New +$322K 0.01% 1032