Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,633
Closed -$220K 783
2024
Q4
$220K Buy
+4,633
New +$220K 0.01% 670
2019
Q4
Sell
-11,300
Closed -$119K 560
2019
Q3
$119K Sell
11,300
-5,800
-34% -$61.1K 0.01% 514
2019
Q2
$162K Buy
+17,100
New +$162K 0.01% 514