Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4
Closed -$826 120
2024
Q4
$826 Buy
+4
New +$826 ﹤0.01% 299
2021
Q2
Sell
-82
Closed -$11K 184
2021
Q1
$11K Hold
82
﹤0.01% 231
2020
Q4
$10K Sell
82
-28
-25% -$3.42K ﹤0.01% 227
2020
Q3
$10K Sell
110
-81
-42% -$7.36K ﹤0.01% 228
2020
Q2
$19K Sell
191
-136
-42% -$13.5K 0.01% 192
2020
Q1
$25K Sell
327
-1,913
-85% -$146K 0.01% 184
2019
Q4
$219K Sell
2,240
-46
-2% -$4.5K 0.07% 106
2019
Q3
$194K Buy
2,286
+611
+36% +$51.9K 0.07% 108
2019
Q2
$134K Sell
1,675
-215
-11% -$17.2K 0.05% 131
2019
Q1
$163K Sell
1,890
-34
-2% -$2.93K 0.06% 116
2018
Q4
$122K Buy
+1,924
New +$122K 0.05% 136