Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,000
Closed -$69.6K 860
2024
Q4
$69.6K Buy
+10,000
New +$69.6K ﹤0.01% 826
2023
Q2
Sell
-11,260
Closed -$136K 793
2023
Q1
$136K Buy
+11,260
New +$136K ﹤0.01% 733
2022
Q1
Sell
-13,090
Closed -$137K 887
2021
Q4
$137K Buy
+13,090
New +$137K ﹤0.01% 820
2018
Q1
Sell
-74,422
Closed -$1.48M 708
2017
Q4
$1.48M Buy
74,422
+121
+0.2% +$2.41K 0.02% 336
2017
Q3
$1.23M Buy
74,301
+2,152
+3% +$35.6K 0.02% 342
2017
Q2
$1.35M Sell
72,149
-178
-0.2% -$3.34K 0.02% 292
2017
Q1
$1.31M Buy
72,327
+5,633
+8% +$102K 0.02% 301
2016
Q4
$1.22M Buy
+66,694
New +$1.22M 0.02% 300