Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,386
Closed -$79K 1463
2024
Q4
$79K Buy
11,386
+1,208
+12% +$8.38K ﹤0.01% 1073
2024
Q3
$96K Buy
+10,178
New +$96K 0.01% 922
2020
Q4
Sell
-161,503
Closed -$436K 1485
2020
Q3
$436K Buy
+161,503
New +$436K 0.07% 326
2019
Q4
Sell
-16,190
Closed -$170K 1493
2019
Q3
$170K Buy
+16,190
New +$170K 0.01% 999
2019
Q1
Sell
-102,504
Closed -$672K 1451
2018
Q4
$672K Buy
102,504
+86,090
+524% +$564K 0.04% 381
2018
Q3
$206K Sell
16,414
-1,493
-8% -$18.7K 0.01% 1055
2018
Q2
$252K Buy
+17,907
New +$252K 0.02% 1299