Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,769
Closed -$208K 126
2024
Q4
$208K Buy
+1,769
New +$208K 0.1% 119
2022
Q4
Sell
-1,500
Closed -$54K 117
2022
Q3
$54K Buy
+1,500
New +$54K 0.04% 181
2021
Q2
Sell
-1,500
Closed -$70K 121
2021
Q1
$70K Hold
1,500
0.04% 176
2020
Q4
$70K Buy
+1,500
New +$70K 0.05% 172