Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,810
Closed -$221K 195
2024
Q4
$221K Buy
+2,810
New +$221K 0.09% 189
2022
Q2
Sell
-1,435
Closed -$217K 218
2022
Q1
$217K Buy
1,435
+22
+2% +$3.33K 0.09% 206
2021
Q4
$317K Buy
+1,413
New +$317K 0.16% 144