Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,000
Closed -$34K 803
2025
Q1
$34K Buy
+1,000
New +$34K ﹤0.01% 722
2021
Q1
Sell
-2,692
Closed -$56K 1132
2020
Q4
$56K Hold
2,692
﹤0.01% 915
2020
Q3
$47K Buy
+2,692
New +$47K ﹤0.01% 905