Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43M Buy
29,391
+6,772
+30% +$329K ﹤0.01% 1258
2025
Q1
$1.11M Sell
22,619
-8,456
-27% -$415K ﹤0.01% 1311
2024
Q4
$1.49M Buy
+31,075
New +$1.49M ﹤0.01% 1279
2024
Q3
Sell
-4,436
Closed -$212K 2734
2024
Q2
$212K Buy
+4,436
New +$212K ﹤0.01% 2159
2021
Q2
Sell
-5,743
Closed -$309K 2591
2021
Q1
$309K Sell
5,743
-1,075
-16% -$57.8K ﹤0.01% 1926
2020
Q4
$338K Sell
6,818
-967
-12% -$47.9K ﹤0.01% 2070
2020
Q3
$303K Buy
7,785
+1,356
+21% +$52.8K ﹤0.01% 1837
2020
Q2
$316K Sell
6,429
-830
-11% -$40.8K ﹤0.01% 1732
2020
Q1
$301K Buy
+7,259
New +$301K ﹤0.01% 1652