Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,575
Closed -$1.65M 128
2024
Q4
$1.65M Hold
12,575
0.18% 64
2024
Q3
$1.35M Hold
12,575
0.14% 74
2024
Q2
$1.33M Hold
12,575
0.15% 74
2024
Q1
$1.53M Buy
+12,575
New +$1.53M 0.18% 72
2020
Q3
Sell
-87
Closed -$2K 156
2020
Q2
$2K Sell
87
-15,729
-99% -$362K ﹤0.01% 158
2020
Q1
$267K Buy
+15,816
New +$267K 0.04% 121