Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-18,417
Closed -$259K 1228
2024
Q4
$259K Hold
18,417
0.01% 917
2024
Q3
$389K Hold
18,417
0.01% 783
2024
Q2
$423K Buy
+18,417
New +$423K 0.01% 723
2022
Q2
Sell
-8,284
Closed -$501K 1420
2022
Q1
$501K Buy
+8,284
New +$501K 0.02% 661
2020
Q3
Sell
-3,334
Closed -$69K 934
2020
Q2
$69K Sell
3,334
-18
-0.5% -$373 ﹤0.01% 746
2020
Q1
$49K Buy
3,352
+637
+23% +$9.31K ﹤0.01% 767
2019
Q4
$138K Buy
+2,715
New +$138K 0.01% 747