Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,553
Closed -$210K 122
2024
Q4
$210K Buy
+1,553
New +$210K 0.04% 114
2022
Q2
Sell
-1,029
Closed -$218K 112
2022
Q1
$218K Hold
1,029
0.05% 108
2021
Q4
$238K Hold
1,029
0.06% 96
2021
Q3
$235K Hold
1,029
0.06% 97
2021
Q2
$249K Hold
1,029
0.07% 91
2021
Q1
$204K Buy
+1,029
New +$204K 0.06% 89