Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-597
Closed -$238K 120
2025
Q1
$238K Hold
597
0.16% 88
2024
Q4
$214K Buy
+597
New +$214K 0.15% 94
2022
Q4
Sell
-800
Closed -$214K 98
2022
Q3
$214K Hold
800
0.24% 72
2022
Q2
$216K Sell
800
-200
-20% -$54K 0.22% 72
2022
Q1
$326K Sell
1,000
-202
-17% -$65.9K 0.3% 70
2021
Q4
$361K Buy
+1,202
New +$361K 0.33% 71