Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,307
Closed -$240K 600
2024
Q4
$240K Sell
2,307
-4,369
-65% -$454K 0.01% 370
2024
Q3
$659K Buy
+6,676
New +$659K 0.02% 267
2024
Q2
Sell
-1,794
Closed -$222K 486
2024
Q1
$222K Buy
+1,794
New +$222K 0.01% 230
2020
Q1
Sell
-6,102
Closed -$322K 312
2019
Q4
$322K Buy
+6,102
New +$322K 0.01% 121
2018
Q1
Sell
-7,380
Closed -$350K 384
2017
Q4
$350K Buy
+7,380
New +$350K 0.04% 267
2015
Q4
Hold
0
84
2015
Q3
Hold
0
86