Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5
Closed -$815 328
2024
Q4
$815 Buy
+5
New +$815 ﹤0.01% 300
2020
Q3
Sell
-6,052
Closed -$829K 340
2020
Q2
$829K Sell
6,052
-903
-13% -$124K 0.29% 84
2020
Q1
$818K Sell
6,955
-4,184
-38% -$492K 0.35% 79
2019
Q4
$1.47M Sell
11,139
-531
-5% -$70.3K 0.48% 59
2019
Q3
$1.45M Sell
11,670
-769
-6% -$95.8K 0.52% 54
2019
Q2
$1.41M Sell
12,439
-478
-4% -$54.3K 0.52% 61
2019
Q1
$1.3M Sell
12,917
-1,196
-8% -$120K 0.49% 66
2018
Q4
$1.21M Buy
+14,113
New +$1.21M 0.5% 59