Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$485K Buy
+6,219
New +$485K 0.03% 55
2022
Q2
Sell
-218
Closed -$25.6K 165
2022
Q1
$25.6K Sell
218
-59,511
-100% -$6.98M ﹤0.01% 122
2021
Q4
$11M Buy
59,729
+56,014
+1,508% +$10.3M 0.84% 20
2021
Q3
$971K Hold
3,715
0.06% 74
2021
Q2
$1.44M Sell
3,715
-47,912
-93% -$18.5M 0.08% 60
2021
Q1
$16.6M Buy
51,627
+21,917
+74% +$7.04M 1.31% 18
2020
Q4
$10M Buy
29,710
+24,630
+485% +$8.31M 1.53% 16
2020
Q3
$2.39M Sell
5,080
-36,161
-88% -$17M 0.69% 26
2020
Q2
$10.5M Buy
+41,241
New +$10.5M 4.85% 10