Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-416
Closed -$37.8K 387
2024
Q4
$37.8K Buy
+416
New +$37.8K ﹤0.01% 368
2021
Q2
Sell
-2,257
Closed -$597K 245
2021
Q1
$597K Buy
2,257
+87
+4% +$23K 0.16% 129
2020
Q4
$637K Buy
2,170
+970
+81% +$285K 0.19% 115
2020
Q3
$284K Sell
1,200
-1,626
-58% -$385K 0.12% 146
2020
Q2
$561K Buy
2,826
+1,307
+86% +$259K 0.26% 94
2020
Q1
$279K Sell
1,519
-1,864
-55% -$342K 0.2% 89
2019
Q4
$574K Buy
+3,383
New +$574K 0.34% 72