Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$106K Buy
+14,973
New +$106K ﹤0.01% 1875
2024
Q4
Sell
-52,806
Closed -$400K 2480
2024
Q3
$400K Buy
+52,806
New +$400K 0.03% 985
2023
Q3
Sell
-13,016
Closed -$205K 1704
2023
Q2
$205K Buy
+13,016
New +$205K 0.04% 988
2023
Q1
Sell
-39,076
Closed -$320K 1410
2022
Q4
$320K Buy
+39,076
New +$320K 0.07% 543
2021
Q4
Sell
-14,861
Closed -$601K 795
2021
Q3
$601K Buy
+14,861
New +$601K 0.2% 135