Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-48,287
Closed -$196K 125
2024
Q4
$196K Buy
+48,287
New +$196K 0.01% 110
2022
Q4
Sell
-57,141
Closed -$452K 115
2022
Q3
$452K Buy
57,141
+4,010
+8% +$31.7K 0.02% 77
2022
Q2
$319K Buy
53,131
+29,792
+128% +$179K 0.01% 165
2022
Q1
$300K Sell
23,339
-3,913
-14% -$50.3K 0.01% 272
2021
Q4
$271K Buy
+27,252
New +$271K 0.01% 279