Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,308
Closed -$213K 1810
2024
Q4
$213K Buy
+5,308
New +$213K ﹤0.01% 1021
2023
Q1
Sell
-1,000
Closed -$12.3K 1361
2022
Q4
$12.3K Hold
1,000
﹤0.01% 879
2022
Q3
$8K Hold
1,000
﹤0.01% 910
2022
Q2
$12K Hold
1,000
﹤0.01% 1087
2022
Q1
$17K Buy
+1,000
New +$17K ﹤0.01% 1015
2020
Q4
Sell
-6,086
Closed -$192K 917
2020
Q3
$192K Buy
+6,086
New +$192K 0.01% 481