Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-58
Closed -$5K 1372
2024
Q4
$5K Buy
+58
New +$5K ﹤0.01% 1148
2022
Q1
Sell
-842
Closed -$65K 951
2021
Q4
$65K Buy
+842
New +$65K ﹤0.01% 527
2021
Q2
Sell
-42
Closed -$2K 958
2021
Q1
$2K Buy
+42
New +$2K ﹤0.01% 957