Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,640
Closed -$366K 547
2024
Q4
$366K Buy
4,640
+59
+1% +$4.65K 0.01% 710
2024
Q3
$341K Buy
+4,581
New +$341K 0.01% 721
2018
Q4
Sell
-975
Closed -$69K 1863
2018
Q3
$69K Buy
+975
New +$69K ﹤0.01% 1060