Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.98M Buy
+5,648
New +$1.98M ﹤0.01% 334
2025
Q1
Hold
0
2016
2024
Q4
Sell
-17,693
Closed -$5.64M 2086
2024
Q3
$5.64M Buy
17,693
+7,281
+70% +$2.32M 0.02% 110
2024
Q2
$3.35M Buy
+10,412
New +$3.35M 0.01% 157
2024
Q1
Sell
-327
Closed -$119K 1806
2023
Q4
$119K Buy
+327
New +$119K ﹤0.01% 864
2023
Q3
Hold
0
1959
2023
Q2
Sell
-39
Closed -$13K 1829
2023
Q1
$13K Buy
+39
New +$13K ﹤0.01% 1273
2022
Q4
Sell
-100
Closed -$22K 1956
2022
Q3
$22K Buy
+100
New +$22K ﹤0.01% 1409
2022
Q2
Hold
0
2001
2021
Q4
Sell
-161
Closed -$55K 2185
2021
Q3
$55K Buy
161
+89
+124% +$30.4K ﹤0.01% 1513
2021
Q2
$25K Buy
+72
New +$25K ﹤0.01% 1646