Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-15,895
Closed -$11K 1709
2025
Q1
$11K Buy
+15,895
New +$11K ﹤0.01% 1589
2023
Q3
Sell
-14,132
Closed -$85K 1451
2023
Q2
$85K Buy
14,132
+10,251
+264% +$61.7K 0.01% 1392
2023
Q1
$29K Buy
+3,881
New +$29K ﹤0.01% 1419
2022
Q4
Sell
-7,616
Closed -$157K 1412
2022
Q3
$157K Sell
7,616
-1,741
-19% -$35.9K 0.02% 1282
2022
Q2
$259K Buy
9,357
+1,119
+14% +$31K 0.04% 917
2022
Q1
$360K Sell
8,238
-19,172
-70% -$838K 0.05% 758
2021
Q4
$1.51M Buy
+27,410
New +$1.51M 0.19% 72
2020
Q2
Sell
-2,323
Closed -$37K 587
2020
Q1
$37K Buy
2,323
+1,220
+111% +$19.4K 0.01% 970
2019
Q4
$30K Buy
+1,103
New +$30K ﹤0.01% 1378
2019
Q3
Sell
-16,652
Closed -$478K 1360
2019
Q2
$478K Buy
+16,652
New +$478K 0.05% 686