Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$158K Buy
+10,019
New +$158K ﹤0.01% 680
2024
Q4
Sell
-10,257
Closed -$131K 604
2024
Q3
$131K Buy
+10,257
New +$131K ﹤0.01% 551
2021
Q4
Sell
-4,563
Closed -$245K 458
2021
Q3
$245K Buy
+4,563
New +$245K 0.01% 397
2020
Q3
Sell
-905
Closed -$30K 634
2020
Q2
$30K Buy
+905
New +$30K ﹤0.01% 562