Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,183
Closed -$41K 209
2024
Q4
$41K Buy
+1,183
New +$41K 0.01% 161
2021
Q3
Sell
-1,714
Closed -$137K 170
2021
Q2
$137K Buy
+1,714
New +$137K 0.06% 106
2020
Q3
Sell
-847
Closed -$51K 152
2020
Q2
$51K Buy
+847
New +$51K 0.03% 117