Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-681
Closed -$305K 2601
2024
Q4
$305K Sell
681
-48
-7% -$21.5K ﹤0.01% 2020
2024
Q3
$319K Buy
729
+66
+10% +$28.9K ﹤0.01% 2012
2024
Q2
$314K Sell
663
-50
-7% -$23.7K ﹤0.01% 1789
2024
Q1
$417K Sell
713
-306
-30% -$179K ﹤0.01% 1692
2023
Q4
$447K Buy
+1,019
New +$447K ﹤0.01% 1315
2022
Q3
Sell
-1,525
Closed -$286K 1250
2022
Q2
$286K Sell
1,525
-25
-2% -$4.69K ﹤0.01% 924
2022
Q1
$378K Buy
+1,550
New +$378K 0.01% 664