Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-855
Closed -$72.6K 252
2024
Q4
$72.6K Hold
855
0.01% 381
2024
Q3
$85.6K Buy
+855
New +$85.6K 0.02% 363
2020
Q1
Sell
-4,053
Closed -$229K 119
2019
Q4
$229K Sell
4,053
-506
-11% -$28.6K 0.1% 167
2019
Q3
$266K Sell
4,559
-47
-1% -$2.74K 0.13% 154
2019
Q2
$286K Buy
+4,606
New +$286K 0.13% 148