Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,086
Closed -$368K 686
2024
Q4
$368K Buy
+1,086
New +$368K 0.01% 288
2024
Q3
Sell
-932
Closed -$248K 650
2024
Q2
$248K Buy
+932
New +$248K 0.01% 336
2020
Q1
Sell
-2,450
Closed -$705K 351
2019
Q4
$705K Buy
+2,450
New +$705K 0.03% 76