Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,522
Closed -$349K 1859
2025
Q1
$349K Buy
+6,522
New +$349K 0.05% 507
2023
Q2
Sell
-7,158
Closed -$247K 1667
2023
Q1
$247K Buy
+7,158
New +$247K ﹤0.01% 709
2022
Q4
Sell
-7,594
Closed -$228K 1772
2022
Q3
$228K Buy
+7,594
New +$228K 0.01% 740
2022
Q1
Sell
-16,411
Closed -$486K 1405
2021
Q4
$486K Buy
+16,411
New +$486K 0.02% 271
2021
Q3
Hold
0
1084
2021
Q2
Hold
0
923
2020
Q1
Hold
0
1049
2019
Q4
Hold
0
1120