Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
61
2025
Q1
Hold
0
24
2024
Q4
Hold
0
94
2021
Q3
Sell
-11,400
Closed -$1.96M 43
2021
Q2
$1.96M Buy
+11,400
New +$1.96M 1.39% 15
2020
Q4
Hold
0
17
2020
Q3
Hold
0
16
2020
Q1
Sell
-7,220
Closed -$667K 24
2019
Q4
$667K Sell
7,220
-9,840
-58% -$909K 0.2% 33
2019
Q3
$1.48M Buy
17,060
+4,940
+41% +$429K 0.28% 32
2019
Q2
$1.15M Sell
12,120
-27,960
-70% -$2.65M 0.16% 43
2019
Q1
$3.57M Buy
+40,080
New +$3.57M 1.11% 18