Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.23M Buy
+193,126
New +$8.23M 0.04% 169
2021
Q3
Sell
-8,715
Closed -$695 1330
2021
Q2
$695 Buy
+8,715
New +$695 0.01% 800
2020
Q1
Sell
-56,638
Closed -$1.64M 488
2019
Q4
$1.64M Sell
56,638
-97,620
-63% -$2.83M 0.03% 154
2019
Q3
$3.79M Buy
154,258
+132,258
+601% +$3.25M 0.1% 118
2019
Q2
$770K Buy
+22,000
New +$770K 0.02% 236