Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-193
Closed -$122K 135
2024
Q4
$122K Sell
193
-125
-39% -$78.8K 0.02% 105
2024
Q3
$246K Buy
+318
New +$246K 0.04% 89
2021
Q2
Sell
-159
Closed -$53K 204
2021
Q1
$53K Sell
159
-34
-18% -$11.3K 0.01% 155
2020
Q4
$50K Sell
193
-54
-22% -$14K 0.01% 163
2020
Q3
$48K Sell
247
-59
-19% -$11.5K 0.02% 152
2020
Q2
$59K Sell
306
-116
-27% -$22.4K 0.02% 149
2020
Q1
$61K Sell
422
-784
-65% -$113K 0.03% 143
2019
Q4
$215K Sell
1,206
-13
-1% -$2.32K 0.07% 108
2019
Q3
$194K Sell
1,219
-251
-17% -$39.9K 0.07% 109
2019
Q2
$174K Sell
1,470
-6
-0.4% -$710 0.06% 116
2019
Q1
$176K Buy
1,476
+79
+6% +$9.42K 0.07% 112
2018
Q4
$125K Buy
+1,397
New +$125K 0.05% 132