Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-109
Closed -$12.7K 193
2024
Q4
$12.7K Buy
+109
New +$12.7K ﹤0.01% 203
2022
Q3
Sell
-8,292
Closed -$866K 118
2022
Q2
$866K Sell
8,292
-463
-5% -$48.4K 0.21% 64
2022
Q1
$1.3M Sell
8,755
-2,589
-23% -$385K 0.29% 50
2021
Q4
$1.3M Sell
11,344
-536
-5% -$61.2K 0.31% 47
2021
Q3
$1.17M Buy
11,880
+799
+7% +$78.7K 0.28% 60
2021
Q2
$1.06M Buy
+11,081
New +$1.06M 0.26% 70
2020
Q1
Sell
-504
Closed -$28K 360
2019
Q4
$28K Hold
504
0.01% 230
2019
Q3
$26K Hold
504
0.01% 230
2019
Q2
$28K Hold
504
0.01% 234
2019
Q1
$29K Hold
504
0.01% 212
2018
Q4
$26K Buy
+504
New +$26K 0.01% 225