Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,000
Closed -$475K 513
2025
Q1
$475K Buy
+5,000
New +$475K ﹤0.01% 305
2023
Q2
Hold
0
358
2023
Q1
Hold
0
352
2021
Q4
Hold
0
561
2021
Q3
Hold
0
526
2020
Q4
Sell
-2,500
Closed -$142K 311
2020
Q3
$142K Buy
+2,500
New +$142K ﹤0.01% 289