Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,400
Closed -$40K 986
2024
Q4
$40K Buy
+3,400
New +$40K 0.02% 358
2022
Q1
Sell
-15,000
Closed -$431K 894
2021
Q4
$431K Buy
+15,000
New +$431K 0.23% 103
2020
Q4
Sell
-1,000
Closed -$41K 869
2020
Q3
$41K Buy
+1,000
New +$41K 0.02% 255
2020
Q1
Sell
-345
Closed -$13K 804
2019
Q4
$13K Buy
+345
New +$13K ﹤0.01% 586