Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-923
Closed -$292K 260
2024
Q4
$292K Buy
+923
New +$292K 0.44% 45
2022
Q2
Sell
-1,593
Closed -$353K 181
2022
Q1
$353K Buy
+1,593
New +$353K 0.91% 14
2021
Q4
Sell
-1,258
Closed -$280K 114
2021
Q3
$280K Buy
+1,258
New +$280K 1.21% 22
2014
Q3
$241K Buy
4,524
+2,252
+99% +$120K 0.46% 31
2014
Q2
$120K Buy
+2,272
New +$120K 0.23% 47