Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
475
2024
Q2
Sell
-5,788
Closed -$446K 527
2024
Q1
$446K Buy
+5,788
New +$446K 0.03% 217
2021
Q4
Sell
-4,730
Closed -$212K 706
2021
Q3
$212K Buy
+4,730
New +$212K 0.01% 426
2021
Q2
Sell
-5,129
Closed -$276K 995
2021
Q1
$276K Buy
+5,129
New +$276K 0.01% 494
2020
Q4
Sell
-20,000
Closed -$724K 703
2020
Q3
$724K Buy
20,000
+10,000
+100% +$362K 0.06% 196
2020
Q2
$311K Buy
+10,000
New +$311K 0.02% 170
2019
Q3
Sell
-10,000
Closed -$465K 176
2019
Q2
$465K Buy
+10,000
New +$465K 0.31% 62