Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-8,564
Closed -$669K 274
2024
Q4
$669K Sell
8,564
-1,278
-13% -$99.8K 0.02% 539
2024
Q3
$753K Buy
+9,842
New +$753K 0.02% 500
2019
Q2
Sell
-960
Closed -$60K 954
2019
Q1
$60K Hold
960
﹤0.01% 1006
2018
Q4
$59K Hold
960
﹤0.01% 1020
2018
Q3
$67K Buy
+960
New +$67K ﹤0.01% 1067