Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39.2K Buy
+223
New +$39.2K 0.05% 370
2024
Q3
Sell
-17,799
Closed -$3.58M 150
2024
Q2
$3.58M Buy
+17,799
New +$3.58M 0.15% 62
2020
Q3
Sell
-20,700
Closed -$3.27M 413
2020
Q2
$3.27M Sell
20,700
-15,100
-42% -$2.39M 0.03% 246
2020
Q1
$4.94M Buy
35,800
+22,748
+174% +$3.14M 0.05% 195
2019
Q4
$2.25M Hold
13,052
0.02% 359
2019
Q3
$2.14M Sell
13,052
-3,664
-22% -$600K 0.03% 227
2019
Q2
$2.88M Buy
16,716
+2,216
+15% +$381K 0.03% 227
2019
Q1
$2.2M Buy
+14,500
New +$2.2M 0.03% 292