Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-8,728
Closed -$668K 649
2024
Q4
$668K Buy
+8,728
New +$668K 0.08% 235
2021
Q3
Sell
-8,725
Closed -$600K 849
2021
Q2
$600K Buy
8,725
+8,291
+1,910% +$570K 0.11% 221
2021
Q1
$24K Sell
434
-666
-61% -$36.8K 0.01% 658
2020
Q4
$53K Buy
+1,100
New +$53K 0.01% 767
2020
Q2
Sell
-4,896
Closed -$131K 1323
2020
Q1
$131K Buy
+4,896
New +$131K 0.03% 549