Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,090
Closed -$274K 1290
2024
Q4
$274K Buy
1,090
+158
+17% +$39.7K ﹤0.01% 1317
2024
Q3
$205K Buy
+932
New +$205K ﹤0.01% 1331
2022
Q1
Sell
-1,008
Closed -$247K 1143
2021
Q4
$247K Sell
1,008
-234
-19% -$57.3K ﹤0.01% 983
2021
Q3
$247K Sell
1,242
-86
-6% -$17.1K 0.01% 928
2021
Q2
$248K Sell
1,328
-18
-1% -$3.36K 0.01% 912
2021
Q1
$281K Buy
1,346
+113
+9% +$23.6K 0.01% 801
2020
Q4
$217K Buy
+1,233
New +$217K 0.01% 794
2020
Q3
Sell
-1,639
Closed -$229K 746
2020
Q2
$229K Buy
+1,639
New +$229K 0.01% 599