Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-26,240
Closed -$143K 1781
2025
Q1
$143K Buy
+26,240
New +$143K 0.01% 879
2024
Q3
Sell
-11,206
Closed -$77K 1648
2024
Q2
$77K Sell
11,206
-13,049
-54% -$89.7K 0.01% 855
2024
Q1
$249K Buy
+24,255
New +$249K 0.02% 692
2023
Q3
Sell
-26,510
Closed -$115K 1617
2023
Q2
$115K Buy
+26,510
New +$115K 0.01% 996
2023
Q1
Sell
-32,098
Closed -$62K 1815
2022
Q4
$62K Buy
+32,098
New +$62K 0.01% 1043
2022
Q1
Sell
-12,046
Closed -$47K 1778
2021
Q4
$47K Buy
+12,046
New +$47K ﹤0.01% 1357
2021
Q2
Sell
-11,168
Closed -$177K 1805
2021
Q1
$177K Buy
+11,168
New +$177K 0.01% 1130