Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-32,887
Closed -$240K 2561
2025
Q1
$240K Buy
+32,887
New +$240K 0.01% 1572
2024
Q2
Sell
-14,448
Closed -$112K 2018
2024
Q1
$112K Buy
14,448
+375
+3% +$2.9K 0.02% 1343
2023
Q4
$119K Buy
+14,073
New +$119K 0.03% 1097
2023
Q1
Sell
-12,500
Closed -$71.9K 1381
2022
Q4
$71.9K Buy
+12,500
New +$71.9K 0.02% 1023