Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1145
2025
Q1
Hold
0
1491
2024
Q4
Hold
0
1650
2024
Q3
Sell
-12,859
Closed -$77.3K 1261
2024
Q2
$77.3K Buy
+12,859
New +$77.3K ﹤0.01% 1059
2024
Q1
Sell
-28,079
Closed -$290K 1282
2023
Q4
$290K Buy
+28,079
New +$290K ﹤0.01% 891
2023
Q1
Sell
-2,180
Closed -$9K 1124
2022
Q4
$9K Hold
2,180
﹤0.01% 940
2022
Q3
$13K Buy
+2,180
New +$13K ﹤0.01% 1050
2021
Q4
Sell
-29,950
Closed -$1.52M 1875
2021
Q3
$1.52M Sell
29,950
-31,300
-51% -$1.59M ﹤0.01% 672
2021
Q2
$3.88M Buy
+61,250
New +$3.88M 0.01% 407
2019
Q4
Sell
-20,701
Closed -$334K 873
2019
Q3
$334K Buy
+20,701
New +$334K ﹤0.01% 631