Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$352K Buy
+8,620
New +$352K 0.04% 377
2023
Q2
Sell
-8,524
Closed -$350K 622
2023
Q1
$350K Sell
8,524
-23,226
-73% -$954K 0.04% 415
2022
Q4
$1.23M Buy
+31,750
New +$1.23M 0.2% 141
2021
Q3
Sell
-8,349
Closed -$409K 852
2021
Q2
$409K Buy
+8,349
New +$409K 0.08% 300
2020
Q3
Sell
-10,440
Closed -$390K 997
2020
Q2
$390K Buy
+10,440
New +$390K 0.13% 203
2020
Q1
Sell
-28,347
Closed -$1.32M 1354
2019
Q4
$1.32M Buy
+28,347
New +$1.32M 0.13% 202