Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
74
2025
Q1
Hold
0
79
2022
Q4
Sell
-14,000
Closed -$2.49M 57
2022
Q3
$2.49M Buy
+14,000
New +$2.49M 1.11% 16
2021
Q1
Sell
-7,200
Closed -$1.58M 44
2020
Q4
$1.58M Buy
+7,200
New +$1.58M 0.3% 32
2020
Q2
Sell
-66,122
Closed -$10.7M 42
2020
Q1
$10.7M Buy
+66,122
New +$10.7M 15.25% 2
2019
Q2
Sell
-4,141
Closed -$647K 47
2019
Q1
$647K Buy
+4,141
New +$647K 0.48% 25