Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-26,044
Closed -$675K 2730
2024
Q4
$675K Buy
+26,044
New +$675K ﹤0.01% 1771
2021
Q2
Sell
-7,456
Closed -$223K 2578
2021
Q1
$223K Sell
7,456
-2,264
-23% -$67.7K ﹤0.01% 2098
2020
Q4
$302K Buy
+9,720
New +$302K ﹤0.01% 1846