Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,898
Closed -$39K 828
2024
Q4
$39K Buy
+12,898
New +$39K ﹤0.01% 699
2021
Q4
Sell
-13,484
Closed -$36K 980
2021
Q3
$36K Sell
13,484
-35,915
-73% -$95.9K ﹤0.01% 750
2021
Q2
$157K Hold
49,399
0.01% 733
2021
Q1
$216K Buy
49,399
+28,666
+138% +$125K 0.02% 692
2020
Q4
$96K Sell
20,733
-109
-0.5% -$505 0.01% 654
2020
Q3
$118K Buy
+20,842
New +$118K 0.01% 671