Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-506
Closed -$204K 196
2024
Q4
$204K Buy
+506
New +$204K 0.01% 178
2022
Q1
Sell
-585
Closed -$206K 147
2021
Q4
$206K Buy
+585
New +$206K 0.01% 140
2020
Q4
Sell
-1,830
Closed -$262K 129
2020
Q3
$262K Buy
+1,830
New +$262K 0.01% 110