Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$559K Buy
+11,192
New +$559K 0.05% 75
2023
Q4
Hold
0
297
2023
Q3
Hold
0
347
2023
Q2
Hold
0
365
2023
Q1
Sell
-321,575
Closed -$5.2M 450
2022
Q4
$5.2M Buy
321,575
+192,634
+149% +$3.11M 0.53% 33
2022
Q3
$1.62M Buy
+128,941
New +$1.62M 0.11% 104
2021
Q2
Hold
0
818
2021
Q1
Hold
0
713
2020
Q4
Hold
0
681
2020
Q1
Hold
0
438
2019
Q4
Hold
0
438