Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-162
Closed -$7.88K 477
2024
Q4
$7.88K Sell
162
-3
-2% -$146 ﹤0.01% 508
2024
Q3
$10.9K Sell
165
-9
-5% -$593 ﹤0.01% 528
2024
Q2
$10K Sell
174
-17
-9% -$978 ﹤0.01% 387
2024
Q1
$12.2K Sell
191
-10
-5% -$637 ﹤0.01% 372
2023
Q4
$12.7K Buy
201
+14
+7% +$883 ﹤0.01% 339
2023
Q3
$12.5K Buy
+187
New +$12.5K ﹤0.01% 382
2019
Q1
Sell
-10,492
Closed -$673K 416
2018
Q4
$673K Buy
+10,492
New +$673K 0.03% 177
2018
Q1
Sell
-196,010
Closed -$16.1M 449
2017
Q4
$16.1M Buy
196,010
+103,770
+113% +$8.52M 0.6% 23
2017
Q3
$7.15M Buy
+92,240
New +$7.15M 0.31% 61