Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,540
Closed -$67K 2133
2024
Q4
$67K Buy
+10,540
New +$67K ﹤0.01% 1106
2023
Q4
Sell
-21,799
Closed -$138K 2074
2023
Q3
$138K Buy
+21,799
New +$138K 0.01% 755
2022
Q2
Sell
-17,648
Closed -$122K 2150
2022
Q1
$122K Buy
+17,648
New +$122K 0.01% 928
2020
Q3
Sell
-26,956
Closed -$448K 1583
2020
Q2
$448K Buy
+26,956
New +$448K 0.05% 407
2019
Q4
$192K Buy
+13,346
New +$192K 0.02% 957
2018
Q4
Sell
-14,579
Closed -$346K 2043
2018
Q3
$346K Buy
+14,579
New +$346K 0.02% 772
2018
Q1
Sell
-28,684
Closed -$345K 2708
2017
Q4
$345K Buy
+28,684
New +$345K 0.02% 1144