Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,097
Closed -$217K 127
2024
Q4
$217K Buy
+7,097
New +$217K 0.1% 117
2021
Q2
Sell
-500
Closed -$33K 141
2021
Q1
$33K Hold
500
0.02% 224
2020
Q4
$29K Buy
+500
New +$29K 0.02% 245