Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,032
Closed -$259K 115
2024
Q4
$259K Sell
3,032
-236
-7% -$20.1K 0.08% 102
2024
Q3
$255K Buy
+3,268
New +$255K 0.07% 102
2021
Q1
Sell
-67
Closed -$16 614
2020
Q4
$16 Buy
+67
New +$16 ﹤0.01% 556
2020
Q3
Sell
-1,191
Closed -$208 721
2020
Q2
$208 Buy
1,191
+1,135
+2,027% +$198 0.03% 248
2020
Q1
$5 Hold
56
﹤0.01% 538
2019
Q4
$5K Buy
+56
New +$5K ﹤0.01% 686