Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,377
Closed -$247K 1157
2024
Q4
$247K Buy
+2,377
New +$247K 0.01% 921
2024
Q2
Sell
-2,623
Closed -$325K 995
2024
Q1
$325K Sell
2,623
-57
-2% -$7.06K 0.02% 694
2023
Q4
$262K Buy
+2,680
New +$262K 0.02% 740
2019
Q1
Sell
-431
Closed -$16K 1268
2018
Q4
$16K Buy
+431
New +$16K 0.01% 993
2018
Q1
$19K Hold
438
0.01% 888
2017
Q4
$21K Buy
+438
New +$21K 0.01% 851