Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,614
Closed -$216K 464
2024
Q4
$216K Buy
6,614
+851
+15% +$27.8K 0.03% 410
2024
Q3
$207K Buy
5,763
+1
+0% +$36 0.03% 397
2024
Q2
$202K Buy
+5,762
New +$202K 0.03% 391
2018
Q3
Sell
-203
Closed -$5K 493
2018
Q2
$5K Buy
+203
New +$5K ﹤0.01% 767