Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$280K Sell
20,009
-34,793
-63% -$487K 0.01% 781
2025
Q1
$510K Buy
+54,802
New +$510K 0.03% 483
2024
Q1
Sell
-39,448
Closed -$202K 1905
2023
Q4
$202K Buy
+39,448
New +$202K 0.02% 826
2022
Q2
Sell
-12,470
Closed -$43K 1929
2022
Q1
$43K Buy
+12,470
New +$43K ﹤0.01% 1171
2021
Q4
Sell
-18,205
Closed -$143K 2051
2021
Q3
$143K Buy
+18,205
New +$143K 0.01% 1023
2021
Q2
Sell
-17,873
Closed -$182K 1907
2021
Q1
$182K Buy
+17,873
New +$182K 0.01% 1120