Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,078
Closed -$221K 131
2024
Q4
$221K Buy
+1,078
New +$221K 0.03% 143
2021
Q3
Sell
-2,945
Closed -$315K 174
2021
Q2
$315K Hold
2,945
0.07% 127
2021
Q1
$351K Buy
+2,945
New +$351K 0.08% 116