Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,263
Closed -$46K 1350
2024
Q4
$46K Buy
+5,263
New +$46K ﹤0.01% 1174
2024
Q1
Sell
-34
Closed -$4K 1403
2023
Q4
$4K Sell
34
-7
-17% -$824 ﹤0.01% 1476
2023
Q3
$6K Buy
+41
New +$6K ﹤0.01% 1135
2021
Q4
Sell
-48
Closed -$50K 1700
2021
Q3
$50K Buy
+48
New +$50K ﹤0.01% 1275