Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4
Closed -$447 2021
2024
Q4
$447 Buy
+4
New +$447 ﹤0.01% 2299
2021
Q1
Sell
-5,810
Closed -$549K 1127
2020
Q4
$549K Hold
5,810
0.07% 246
2020
Q3
$455K Buy
5,810
+360
+7% +$28.2K 0.06% 254
2020
Q2
$423K Buy
5,450
+2,020
+59% +$157K 0.07% 264
2020
Q1
$255K Buy
+3,430
New +$255K 0.05% 299