Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-27,727
Closed -$28K 3140
2024
Q4
$28K Buy
+27,727
New +$28K ﹤0.01% 1959
2021
Q4
Sell
-64,741
Closed -$97K 3751
2021
Q3
$97K Buy
64,741
+10,557
+19% +$15.8K ﹤0.01% 2644
2021
Q2
$128K Sell
54,184
-19,895
-27% -$47K ﹤0.01% 2433
2021
Q1
$256K Buy
+74,079
New +$256K ﹤0.01% 1971
2020
Q4
Sell
-85,673
Closed -$101K 2389
2020
Q3
$101K Buy
85,673
+56,574
+194% +$66.7K ﹤0.01% 1440
2020
Q2
$35K Buy
+29,099
New +$35K ﹤0.01% 1219
2020
Q1
Sell
-16,584
Closed -$41K 1232
2019
Q4
$41K Buy
+16,584
New +$41K ﹤0.01% 1026