Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$397K Buy
+3,846
New +$397K 0.04% 361
2024
Q1
Sell
-18,029
Closed -$2.19M 395
2023
Q4
$2.19M Buy
18,029
+6,826
+61% +$829K 0.19% 149
2023
Q3
$1.33M Buy
+11,203
New +$1.33M 0.12% 204
2021
Q1
Sell
-761
Closed -$78K 747
2020
Q4
$78K Buy
+761
New +$78K 0.01% 710
2020
Q3
Sell
-897
Closed -$50K 628
2020
Q2
$50K Sell
897
-4,834
-84% -$269K 0.02% 646
2020
Q1
$271K Buy
5,731
+4,518
+372% +$214K 0.06% 375
2019
Q4
$94K Buy
+1,213
New +$94K 0.01% 757