Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,337
Closed -$350K 1107
2024
Q4
$350K Buy
2,337
+390
+20% +$58.3K 0.01% 768
2024
Q3
$319K Buy
+1,947
New +$319K 0.01% 742
2021
Q1
Sell
-4,321
Closed -$507K 556
2020
Q4
$507K Sell
4,321
-1,588
-27% -$186K 0.1% 253
2020
Q3
$506K Buy
5,909
+813
+16% +$69.6K 0.12% 231
2020
Q2
$403K Buy
+5,096
New +$403K 0.1% 271
2019
Q1
Sell
-95
Closed -$4K 709
2018
Q4
$4K Buy
+95
New +$4K ﹤0.01% 1411
2018
Q1
$6K Hold
95
﹤0.01% 1248
2017
Q4
$7K Buy
+95
New +$7K ﹤0.01% 1175