Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-54,476
Closed -$260K 503
2024
Q4
$260K Buy
+54,476
New +$260K 0.07% 318
2023
Q2
Sell
-41,181
Closed -$170K 174
2023
Q1
$170K Sell
41,181
-64,726
-61% -$268K 0.06% 148
2022
Q4
$494K Buy
+105,907
New +$494K 0.34% 82