Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,538
Closed -$205K 440
2024
Q4
$205K Buy
+3,538
New +$205K 0.01% 803
2019
Q4
Sell
-11,719
Closed -$288K 852
2019
Q3
$288K Sell
11,719
-7,931
-40% -$195K 0.01% 653
2019
Q2
$490K Sell
19,650
-2,480
-11% -$61.8K 0.03% 467
2019
Q1
$422K Buy
22,130
+2,484
+13% +$47.4K 0.02% 503
2018
Q4
$298K Buy
19,646
+4,913
+33% +$74.5K 0.02% 571
2018
Q3
$311K Buy
+14,733
New +$311K 0.02% 614