Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$324K Sell
882
-3,527
-80% -$1.29M ﹤0.01% 969
2024
Q4
$1.78M Buy
4,409
+882
+25% +$356K 0.01% 678
2024
Q3
$1.78M Buy
+3,527
New +$1.78M 0.01% 559
2019
Q4
Sell
-4,390
Closed -$1.02M 445
2019
Q3
$1.02M Buy
+4,390
New +$1.02M 0.05% 211
2017
Q1
Sell
-831
Closed -$103K 1622
2016
Q4
$103K Buy
+831
New +$103K ﹤0.01% 1381
2014
Q1
Sell
-119
Closed -$9K 1535
2013
Q4
$9K Buy
+119
New +$9K ﹤0.01% 1554