Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-13,829
Closed -$91.4K 1299
2024
Q4
$91.4K Buy
+13,829
New +$91.4K ﹤0.01% 925
2024
Q3
Sell
-18,988
Closed -$102K 1185
2024
Q2
$102K Buy
+18,988
New +$102K ﹤0.01% 1031
2024
Q1
Sell
-13,991
Closed -$54.6K 1357
2023
Q4
$54.6K Sell
13,991
-6,829
-33% -$26.6K ﹤0.01% 1100
2023
Q3
$87.9K Sell
20,820
-12,560
-38% -$53K ﹤0.01% 935
2023
Q2
$154K Buy
+33,380
New +$154K ﹤0.01% 871
2022
Q2
Sell
-18,953
Closed -$124K 851
2022
Q1
$124K Buy
+18,953
New +$124K 0.01% 653