Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,000
Closed -$659K 297
2024
Q4
$659K Buy
+3,000
New +$659K 0.1% 109
2021
Q2
Sell
-4,184
Closed -$533K 417
2021
Q1
$533K Buy
+4,184
New +$533K 0.05% 153
2020
Q4
Hold
0
207