Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.34M Buy
+61,002
New +$2.34M 0.86% 55
2023
Q3
Sell
-320
Closed -$11.4K 503
2023
Q2
$11.4K Buy
+320
New +$11.4K ﹤0.01% 454
2022
Q1
Sell
-416
Closed -$23K 532
2021
Q4
$23K Buy
+416
New +$23K 0.01% 354
2020
Q2
Sell
-98
Closed -$5K 217
2020
Q1
$5K Sell
98
-162
-62% -$8.27K ﹤0.01% 188
2019
Q4
$15K Hold
260
0.01% 179
2019
Q3
$14K Hold
260
0.01% 147
2019
Q2
$13K Hold
260
0.01% 192
2019
Q1
$14K Hold
260
0.01% 162
2018
Q4
$12K Buy
+260
New +$12K 0.01% 166