Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-8,450
Closed -$310K 1168
2024
Q4
$310K Buy
+8,450
New +$310K 0.01% 854
2021
Q4
Sell
-38,819
Closed -$1.52M 1426
2021
Q3
$1.52M Hold
38,819
0.05% 334
2021
Q2
$1.66M Buy
+38,819
New +$1.66M 0.06% 354