Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-300
Closed -$5.3K 700
2024
Q4
$5.3K Buy
+300
New +$5.3K ﹤0.01% 558
2021
Q1
Sell
-16,146
Closed -$583K 212
2020
Q4
$583K Buy
+16,146
New +$583K 0.1% 158
2020
Q1
Sell
-7,123
Closed -$510K 185
2019
Q4
$510K Buy
+7,123
New +$510K 0.1% 162