Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-487
Closed -$154K 290
2024
Q4
$154K Buy
+487
New +$154K 0.03% 99
2021
Q2
Sell
-474
Closed -$100K 283
2021
Q1
$100K Hold
474
0.03% 133
2020
Q4
$104K Hold
474
0.03% 137
2020
Q3
$95K Hold
474
0.03% 129
2020
Q2
$92K Hold
474
0.03% 132
2020
Q1
$76K Sell
474
-435
-48% -$69.7K 0.03% 133
2019
Q4
$171K Hold
909
0.06% 120
2019
Q3
$156K Hold
909
0.06% 124
2019
Q2
$158K Hold
909
0.06% 122
2019
Q1
$142K Sell
909
-34
-4% -$5.31K 0.05% 121
2018
Q4
$124K Buy
+943
New +$124K 0.05% 135