Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-970
Closed -$225K 77
2024
Q4
$225K Buy
+970
New +$225K 0.14% 77
2021
Q4
Sell
-420
Closed -$20K 92
2021
Q3
$20K Sell
420
-800
-66% -$38.1K 0.02% 169
2021
Q2
$58K Hold
1,220
0.05% 127
2021
Q1
$57K Sell
1,220
-2,280
-65% -$107K 0.06% 115
2020
Q4
$153K Buy
+3,500
New +$153K 0.12% 99