Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-788
Closed -$218K 588
2024
Q4
$218K Sell
788
-23
-3% -$6.35K 0.02% 543
2024
Q3
$234K Buy
+811
New +$234K 0.02% 503
2020
Q3
Sell
-1,686
Closed -$214K 501
2020
Q2
$214K Sell
1,686
-282
-14% -$35.8K 0.04% 395
2020
Q1
$220K Sell
1,968
-622
-24% -$69.5K 0.05% 352
2019
Q4
$403K Buy
2,590
+484
+23% +$75.3K 0.07% 293
2019
Q3
$340K Buy
2,106
+452
+27% +$73K 0.07% 303
2019
Q2
$244K Buy
+1,654
New +$244K 0.06% 347
2018
Q1
Sell
-2,083
Closed -$304K 485
2017
Q4
$304K Buy
+2,083
New +$304K 0.08% 303