Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,993
Closed -$112K 1438
2024
Q4
$112K Buy
+12,993
New +$112K ﹤0.01% 1146
2024
Q1
Sell
-13,455
Closed -$107K 1460
2023
Q4
$107K Buy
+13,455
New +$107K ﹤0.01% 1083
2019
Q2
Sell
-89,200
Closed -$178K 192
2019
Q1
$178K Buy
+89,200
New +$178K 0.01% 84