Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,603
Closed -$57.5K 2037
2025
Q1
$57.5K Sell
13,603
-5,025
-27% -$21.3K 0.01% 985
2024
Q4
$84.9K Buy
+18,628
New +$84.9K 0.01% 930
2022
Q4
Sell
-12,942
Closed -$204K 1960
2022
Q3
$204K Buy
+12,942
New +$204K 0.01% 802
2020
Q2
Sell
-45,591
Closed -$92K 1015
2020
Q1
$92K Buy
+45,591
New +$92K ﹤0.01% 481