Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.66M Buy
+133,616
New +$1.66M 0.53% 67
2025
Q1
Sell
-253,146
Closed -$3.7M 384
2024
Q4
$3.7M Buy
+253,146
New +$3.7M 0.74% 46
2022
Q4
$270K Buy
+12,948
New +$270K 0.18% 202
2021
Q4
Sell
-7,375
Closed -$90K 572
2021
Q3
$90K Buy
+7,375
New +$90K 0.1% 262
2021
Q2
Sell
-3,262
Closed -$45K 559
2021
Q1
$45K Buy
+3,262
New +$45K 0.05% 335
2020
Q3
Sell
-7,375
Closed -$90K 566
2020
Q2
$90K Buy
7,375
+6,324
+602% +$77.2K 0.1% 262
2020
Q1
$10K Sell
1,051
-9,636
-90% -$91.7K 0.02% 419
2019
Q4
$268K Buy
+10,687
New +$268K 0.31% 151
2019
Q2
Sell
-1,127
Closed -$30K 369
2019
Q1
$30K Buy
+1,127
New +$30K 0.02% 260