Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,116
Closed -$21.1K 2004
2024
Q4
$21.1K Buy
+10,116
New +$21.1K ﹤0.01% 1797
2023
Q1
Sell
-130,970
Closed -$249K 2090
2022
Q4
$249K Buy
130,970
+6,366
+5% +$12.1K ﹤0.01% 1701
2022
Q3
$284K Buy
+124,604
New +$284K ﹤0.01% 1646
2022
Q2
Sell
-141,746
Closed -$663K 1705
2022
Q1
$663K Buy
141,746
+128,870
+1,001% +$603K ﹤0.01% 1482
2021
Q4
$55K Buy
+12,876
New +$55K ﹤0.01% 1845
2021
Q3
Sell
-48,140
Closed -$350K 1877
2021
Q2
$350K Buy
48,140
+37,540
+354% +$273K ﹤0.01% 1640
2021
Q1
$104K Buy
+10,600
New +$104K ﹤0.01% 1796