Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-279
Closed -$35.5K 150
2024
Q4
$35.5K Buy
+279
New +$35.5K 0.01% 170
2021
Q3
Sell
-560
Closed -$107K 135
2021
Q2
$107K Buy
+560
New +$107K 0.05% 120