Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,020
Closed -$2.22M 3269
2025
Q1
$2.22M Buy
+12,020
New +$2.22M ﹤0.01% 1283
2024
Q3
Sell
-251
Closed -$59.7K 3715
2024
Q2
$59.7K Buy
251
+16
+7% +$3.81K ﹤0.01% 3097
2024
Q1
$42.7K Buy
+235
New +$42.7K ﹤0.01% 3158
2021
Q1
Sell
-575
Closed -$45K 4719
2020
Q4
$45K Sell
575
-325
-36% -$25.4K ﹤0.01% 3532
2020
Q3
$48K Sell
900
-175
-16% -$9.33K ﹤0.01% 3056
2020
Q2
$53K Sell
1,075
-1,425
-57% -$70.3K ﹤0.01% 3052
2020
Q1
$80K Buy
2,500
+25
+1% +$800 ﹤0.01% 2419
2019
Q4
$94K Hold
2,475
﹤0.01% 3021
2019
Q3
$79K Buy
2,475
+1,950
+371% +$62.2K ﹤0.01% 2929
2019
Q2
$13K Buy
+525
New +$13K ﹤0.01% 3942