Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,683
Closed -$453K 1065
2025
Q1
$453K Buy
+14,683
New +$453K 0.01% 603
2022
Q1
Sell
-8,613
Closed -$226K 729
2021
Q4
$226K Buy
+8,613
New +$226K 0.01% 556
2020
Q3
Sell
-43,746
Closed -$909K 741
2020
Q2
$909K Buy
43,746
+19,066
+77% +$396K 0.1% 270
2020
Q1
$347K Buy
+24,680
New +$347K 0.08% 298