Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-18,330
Closed -$76K 1816
2024
Q4
$76K Buy
+18,330
New +$76K ﹤0.01% 1081
2024
Q2
Sell
-27,378
Closed -$300K 1703
2024
Q1
$300K Buy
+27,378
New +$300K 0.02% 616
2021
Q4
Sell
-9,878
Closed -$289K 2027
2021
Q3
$289K Buy
+9,878
New +$289K 0.03% 731
2021
Q1
Sell
-10,089
Closed -$124K 1884
2020
Q4
$124K Buy
+10,089
New +$124K 0.01% 1006
2019
Q4
Sell
-27,095
Closed -$97K 1714
2019
Q3
$97K Buy
+27,095
New +$97K 0.01% 1091
2018
Q1
Sell
-32,214
Closed -$79K 2385
2017
Q4
$79K Buy
+32,214
New +$79K ﹤0.01% 1975