Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-19,774
Closed -$53.2K 6727
2024
Q4
$53.2K Buy
+19,774
New +$53.2K ﹤0.01% 5474
2022
Q3
Sell
-10,638
Closed -$31K 6459
2022
Q2
$31K Buy
+10,638
New +$31K ﹤0.01% 5018
2021
Q4
Sell
-30,661
Closed -$410K 6004
2021
Q3
$410K Buy
30,661
+5,841
+24% +$78.1K ﹤0.01% 3641
2021
Q2
$457K Sell
24,820
-17,984
-42% -$331K ﹤0.01% 3514
2021
Q1
$518K Buy
+42,804
New +$518K ﹤0.01% 3313
2016
Q3
Sell
-11,042
Closed -$51K 3125
2016
Q2
$51K Buy
+11,042
New +$51K ﹤0.01% 2510