Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-37,784
Closed -$1.23M 869
2025
Q1
$1.23M Buy
+37,784
New +$1.23M 0.01% 389
2024
Q3
Hold
0
683
2024
Q2
Sell
-11,624
Closed -$185K 731
2024
Q1
$185K Hold
11,624
﹤0.01% 467
2023
Q4
$275K Buy
+11,624
New +$275K ﹤0.01% 404
2021
Q2
Sell
-30,754
Closed -$2.61M 1144
2021
Q1
$2.61M Buy
+30,754
New +$2.61M 0.06% 273
2020
Q4
Sell
-43,008
Closed -$2.36M 500
2020
Q3
$2.36M Buy
+43,008
New +$2.36M 0.05% 145