Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-78
Closed -$2.04K 1140
2024
Q4
$2.04K Sell
78
-14
-15% -$365 ﹤0.01% 976
2024
Q3
$2.83K Sell
92
-182
-66% -$5.6K ﹤0.01% 874
2024
Q2
$7.59K Hold
274
﹤0.01% 865
2024
Q1
$8.68K Buy
+274
New +$8.68K ﹤0.01% 877
2021
Q2
Sell
-6,726
Closed -$206K 969
2021
Q1
$206K Sell
6,726
-19,442
-74% -$595K ﹤0.01% 1025
2020
Q4
$732K Buy
+26,168
New +$732K ﹤0.01% 853
2020
Q2
Sell
-62,893
Closed -$1.41M 844
2020
Q1
$1.41M Buy
+62,893
New +$1.41M 0.01% 445
2019
Q1
Sell
-73,681
Closed -$1.94M 873
2018
Q4
$1.94M Buy
+73,681
New +$1.94M 0.02% 427
2017
Q4
Sell
-8,911
Closed -$245K 1127
2017
Q3
$245K Buy
+8,911
New +$245K ﹤0.01% 1008
2017
Q2
Sell
-8,408
Closed -$227K 962
2017
Q1
$227K Buy
+8,408
New +$227K ﹤0.01% 838