Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36.4K Buy
+12,133
New +$36.4K ﹤0.01% 581
2025
Q1
Sell
-16,657
Closed -$165K 607
2024
Q4
$165K Buy
+16,657
New +$165K 0.02% 428
2020
Q3
Sell
-340,389
Closed -$5.01M 581
2020
Q2
$5.01M Buy
340,389
+41,384
+14% +$609K 0.33% 51
2020
Q1
$4M Buy
299,005
+85,315
+40% +$1.14M 0.35% 60
2019
Q4
$3.01M Buy
213,690
+20,513
+11% +$289K 0.25% 107
2019
Q3
$3.16M Buy
193,177
+62,150
+47% +$1.02M 0.22% 120
2019
Q2
$2.06M Buy
+131,027
New +$2.06M 0.13% 187