Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-19,417
Closed -$22K 1324
2024
Q4
$22K Buy
+19,417
New +$22K ﹤0.01% 921
2024
Q1
Sell
-20,336
Closed -$31K 1066
2023
Q4
$31K Buy
+20,336
New +$31K ﹤0.01% 721
2021
Q1
Sell
-14,208
Closed -$11K 993
2020
Q4
$11K Buy
+14,208
New +$11K ﹤0.01% 588
2014
Q3
Sell
-167,800
Closed -$190K 218
2014
Q2
$190K Buy
+167,800
New +$190K 0.04% 95