Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,227
Closed -$203K 297
2024
Q4
$203K Buy
+6,227
New +$203K 0.01% 286
2023
Q1
Sell
-10,688
Closed -$287K 300
2022
Q4
$287K Buy
+10,688
New +$287K 0.01% 288
2022
Q2
Sell
-7,688
Closed -$279K 303
2022
Q1
$279K Buy
7,688
+631
+9% +$22.9K 0.01% 296
2021
Q4
$266K Buy
+7,057
New +$266K 0.01% 291
2021
Q3
Sell
-6,656
Closed -$201K 338
2021
Q2
$201K Buy
+6,656
New +$201K 0.01% 318