Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-30,305
Closed -$1.14M 109
2024
Q4
$1.14M Buy
+30,305
New +$1.14M 0.21% 58
2020
Q4
Sell
-41
Closed -$2K 53
2020
Q3
$2K Buy
+41
New +$2K ﹤0.01% 286
2020
Q1
Sell
-23,916
Closed -$1.08M 55
2019
Q4
$1.08M Buy
+23,916
New +$1.08M 0.44% 43