Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,045
Closed -$205K 122
2024
Q4
$205K Buy
+2,045
New +$205K 0.03% 114
2022
Q1
Sell
-3,576
Closed -$210K 118
2021
Q4
$210K Buy
+3,576
New +$210K 0.09% 105