Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,399
Closed -$170K 1358
2025
Q1
$170K Buy
+12,399
New +$170K 0.01% 886
2023
Q4
Sell
-10,467
Closed -$241K 1278
2023
Q3
$241K Buy
+10,467
New +$241K 0.02% 665
2021
Q4
Sell
-8,011
Closed -$322K 1976
2021
Q3
$322K Buy
+8,011
New +$322K 0.01% 832
2021
Q2
Sell
-9,400
Closed -$354K 1692
2021
Q1
$354K Buy
+9,400
New +$354K 0.01% 727