Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-179,787
Closed -$868K 3282
2025
Q1
$868K Buy
179,787
+146,503
+440% +$708K 0.04% 645
2024
Q4
$281K Buy
+33,284
New +$281K 0.02% 1276
2023
Q4
Sell
-16,934
Closed -$266K 2227
2023
Q3
$266K Buy
+16,934
New +$266K 0.05% 815
2022
Q1
Sell
-10,973
Closed -$248K 992
2021
Q4
$248K Buy
+10,973
New +$248K 0.14% 276