Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,642
Closed -$266K 380
2024
Q4
$266K Sell
3,642
-4,282
-54% -$313K 0.11% 234
2024
Q3
$471K Buy
+7,924
New +$471K 0.19% 183
2023
Q2
Sell
-1,586
Closed -$62.7K 522
2023
Q1
$62.7K Buy
+1,586
New +$62.7K 0.06% 305
2020
Q1
Sell
-7,196
Closed -$210K 283
2019
Q4
$210K Buy
+7,196
New +$210K 0.08% 320
2019
Q3
Sell
-4,767
Closed -$160K 506
2019
Q2
$160K Buy
4,767
+116
+2% +$3.89K 0.06% 309
2019
Q1
$157K Buy
+4,651
New +$157K 0.06% 255