Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,345
Closed -$213K 1148
2024
Q4
$213K Buy
+1,345
New +$213K 0.01% 918
2022
Q1
Sell
-2,420
Closed -$226K 633
2021
Q4
$226K Sell
2,420
-105
-4% -$9.81K 0.02% 513
2021
Q3
$281K Buy
2,525
+757
+43% +$84.2K 0.03% 399
2021
Q2
$201K Buy
+1,768
New +$201K 0.02% 497