Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,011
Closed -$127K 1298
2024
Q4
$127K Buy
+10,011
New +$127K ﹤0.01% 1096
2023
Q2
Sell
-11,463
Closed -$107K 1663
2023
Q1
$107K Buy
+11,463
New +$107K ﹤0.01% 1663
2021
Q3
Sell
-19,113
Closed -$535K 1705
2021
Q2
$535K Buy
+19,113
New +$535K 0.02% 845