Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264K Buy
+3,245
New +$264K ﹤0.01% 1557
2025
Q1
Sell
-3,099
Closed -$263K 1645
2024
Q4
$263K Buy
+3,099
New +$263K ﹤0.01% 1418
2021
Q2
Sell
-53,571
Closed -$2.83M 237
2021
Q1
$2.83M Hold
53,571
0.54% 40
2020
Q4
$2.83M Buy
+53,571
New +$2.83M 0.54% 40
2019
Q3
Sell
-32,267
Closed -$1.33M 103
2019
Q2
$1.33M Sell
32,267
-1,475
-4% -$60.7K 0.55% 50
2019
Q1
$1.26M Buy
+33,742
New +$1.26M 0.45% 91