Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,473
Closed -$18K 2679
2024
Q4
$18K Buy
+1,473
New +$18K ﹤0.01% 2007
2024
Q1
Sell
-2,190
Closed -$19K 2509
2023
Q4
$19K Buy
+2,190
New +$19K ﹤0.01% 1874
2021
Q2
Sell
-241
Closed -$65K 3018
2021
Q1
$65K Buy
+241
New +$65K ﹤0.01% 2281