Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,578
Closed -$226K 71
2024
Q4
$226K Hold
2,578
0.09% 63
2024
Q3
$216K Buy
+2,578
New +$216K 0.08% 69
2022
Q2
Sell
-2,678
Closed -$225K 65
2022
Q1
$225K Buy
+2,678
New +$225K 0.08% 63
2020
Q1
Sell
-2,800
Closed -$212K 64
2019
Q4
$212K Buy
+2,800
New +$212K 0.09% 59