Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
824
2025
Q1
Hold
0
769
2022
Q3
Sell
-2,898
Closed -$262K 862
2022
Q2
$262K Buy
+2,898
New +$262K 0.01% 590
2020
Q4
Sell
-12,408
Closed -$2.65M 666
2020
Q3
$2.65M Buy
+12,408
New +$2.65M 0.13% 100
2020
Q1
Hold
0
516
2019
Q4
Hold
0
514
2019
Q3
Hold
0
614
2019
Q2
Sell
-7,805
Closed -$646K 725
2019
Q1
$646K Buy
+7,805
New +$646K 0.04% 216