Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$881K Buy
11,550
+6,799
+143% +$519K ﹤0.01% 740
2024
Q4
$328K Buy
+4,751
New +$328K ﹤0.01% 1064
2020
Q4
Sell
-862
Closed -$27K 1708
2020
Q3
$27K Buy
862
+35
+4% +$1.1K ﹤0.01% 1497
2020
Q2
$22K Sell
827
-739
-47% -$19.7K ﹤0.01% 1550
2020
Q1
$37K Hold
1,566
﹤0.01% 1809
2019
Q4
$37K Hold
1,566
﹤0.01% 1809
2019
Q3
$27 Hold
1,566
﹤0.01% 1906
2019
Q2
$40 Hold
1,566
﹤0.01% 1789
2019
Q1
$45 Hold
1,566
﹤0.01% 1731
2018
Q4
$20 Buy
+1,566
New +$20 ﹤0.01% 1986