Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,526
Closed -$204K 478
2024
Q4
$204K Buy
+1,526
New +$204K 0.02% 413
2021
Q3
Sell
-591
Closed -$272K 278
2021
Q2
$272K Buy
591
+5
+0.9% +$2.3K 0.03% 208
2021
Q1
$219K Buy
+586
New +$219K 0.02% 245