Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,200
Closed -$348K 434
2024
Q4
$348K Buy
+2,200
New +$348K 0.01% 215
2024
Q3
Sell
-2,000
Closed -$217K 482
2024
Q2
$217K Buy
+2,000
New +$217K ﹤0.01% 253
2021
Q3
Sell
-18,461
Closed -$2.11M 730
2021
Q2
$2.11M Sell
18,461
-1,674
-8% -$191K 0.09% 113
2021
Q1
$2.01M Sell
20,135
-7,597
-27% -$760K 0.09% 140
2020
Q4
$2.76M Buy
+27,732
New +$2.76M 0.27% 92