Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,088
Closed -$236K 972
2024
Q4
$236K Buy
+3,088
New +$236K 0.01% 695
2023
Q3
Sell
-4,885
Closed -$363K 462
2023
Q2
$363K Buy
+4,885
New +$363K 0.2% 143
2022
Q2
Sell
-4,247
Closed -$349K 721
2022
Q1
$349K Buy
4,247
+990
+30% +$81.2K 0.03% 383
2021
Q4
$256K Buy
+3,257
New +$256K 0.03% 450