Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-42,000
Closed -$129K 1774
2024
Q4
$129K Buy
+42,000
New +$129K ﹤0.01% 1526
2021
Q2
Sell
-51,017
Closed -$994K 1228
2021
Q1
$994K Buy
+51,017
New +$994K 0.09% 232
2020
Q4
Sell
-42,473
Closed -$1.02M 1046
2020
Q3
$1.02M Buy
+42,473
New +$1.02M 0.2% 115