Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-550
Closed -$216K 97
2024
Q4
$216K Buy
+550
New +$216K 0.07% 90
2022
Q2
Sell
-550
Closed -$179K 96
2022
Q1
$179K Sell
550
-550
-50% -$179K 0.08% 82
2021
Q4
$590K Buy
+1,100
New +$590K 0.26% 62