Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-77,815
Closed -$1.24M 266
2024
Q4
$1.24M Buy
77,815
+16,918
+28% +$269K 0.03% 205
2024
Q3
$1.04M Buy
+60,897
New +$1.04M 0.03% 269
2020
Q3
Sell
-72,574
Closed -$1.7M 236
2020
Q2
$1.7M Buy
72,574
+773
+1% +$18.1K 0.04% 230
2020
Q1
$1.37M Buy
71,801
+16,578
+30% +$316K 0.03% 194
2019
Q4
$1.5M Buy
55,223
+7,240
+15% +$196K 0.04% 201
2019
Q3
$1.23M Buy
+47,983
New +$1.23M 0.03% 193