Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-88,401
Closed -$118K 793
2024
Q4
$118K Buy
88,401
+28,008
+46% +$37.3K 0.01% 578
2024
Q3
$106K Buy
60,393
+10,609
+21% +$18.7K 0.01% 591
2024
Q2
$82.6K Buy
+49,784
New +$82.6K 0.01% 552
2024
Q1
Sell
-11,332
Closed -$26.1K 872
2023
Q4
$26.1K Buy
+11,332
New +$26.1K ﹤0.01% 727
2022
Q2
Sell
-13,218
Closed -$103K 1078
2022
Q1
$103K Buy
+13,218
New +$103K 0.01% 928
2020
Q1
Sell
-208,294
Closed -$3.57M 1544
2019
Q4
$3.57M Buy
+208,294
New +$3.57M 0.05% 587