Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-703
Closed -$90.8K 12
2024
Q4
$90.8K Buy
+703
New +$90.8K 0.24% 8
2021
Q1
Sell
-549
Closed -$80K 10
2020
Q4
$80K Buy
+549
New +$80K 0.26% 8