Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,721
Closed -$359K 964
2024
Q4
$359K Buy
5,721
+1,414
+33% +$88.7K 0.01% 717
2024
Q3
$266K Buy
+4,307
New +$266K ﹤0.01% 755
2022
Q3
Sell
-4,136
Closed -$216K 562
2022
Q2
$216K Buy
+4,136
New +$216K 0.01% 518
2021
Q2
Sell
-5,020
Closed -$281K 290
2021
Q1
$281K Buy
+5,020
New +$281K 0.03% 259