Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-17,609
Closed -$28.4K 1093
2024
Q4
$28.4K Buy
+17,609
New +$28.4K ﹤0.01% 991
2021
Q2
Sell
-2,879
Closed -$247K 524
2021
Q1
$247K Hold
2,879
0.03% 399
2020
Q4
$260K Buy
+2,879
New +$260K 0.03% 361
2020
Q3
Sell
-3,232
Closed -$217K 419
2020
Q2
$217K Buy
+3,232
New +$217K 0.03% 347