Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43.5K Sell
350
-4,215
-92% -$524K ﹤0.01% 868
2025
Q1
$580K Buy
+4,565
New +$580K ﹤0.01% 616
2023
Q3
Sell
-116,052
Closed -$16.4M 1106
2023
Q2
$16.4M Buy
+116,052
New +$16.4M 0.13% 132
2022
Q1
Sell
-6,561
Closed -$1.74M 1301
2021
Q4
$1.74M Buy
+6,561
New +$1.74M 0.01% 811
2021
Q1
Sell
-21,600
Closed -$4.14M 1167
2020
Q4
$4.14M Buy
+21,600
New +$4.14M 0.02% 547