Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,500
Closed -$591K 323
2024
Q4
$591K Buy
+7,500
New +$591K 0.09% 115
2023
Q4
Hold
0
283
2023
Q3
Hold
0
348
2022
Q2
Sell
-10,832
Closed -$1.64M 400
2022
Q1
$1.64M Buy
+10,832
New +$1.64M 0.21% 37
2021
Q4
Sell
-1,000
Closed -$237K 438
2021
Q3
$237K Buy
+1,000
New +$237K 0.03% 219