Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-63,405
Closed -$441K 109
2024
Q4
$441K Buy
+63,405
New +$441K 0.04% 71
2022
Q1
Sell
-9,333
Closed -$193K 165
2021
Q4
$193K Hold
9,333
0.01% 104
2021
Q3
$326K Hold
9,333
0.02% 86
2021
Q2
$483K Buy
+9,333
New +$483K 0.03% 79