Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.09M Sell
145,958
-34,537
-19% -$1.68M 0.02% 574
2025
Q1
$8.85M Buy
+180,495
New +$8.85M 0.02% 488
2021
Q3
Sell
-701
Closed -$33K 1459
2021
Q2
$33K Buy
701
+114
+19% +$5.37K ﹤0.01% 1383
2021
Q1
$31K Sell
587
-54
-8% -$2.85K ﹤0.01% 1478
2020
Q4
$32K Hold
641
﹤0.01% 1458
2020
Q3
$24K Buy
641
+101
+19% +$3.78K ﹤0.01% 1350
2020
Q2
$27K Sell
540
-757
-58% -$37.9K ﹤0.01% 871
2020
Q1
$57K Hold
1,297
﹤0.01% 538
2019
Q4
$66K Sell
1,297
-194
-13% -$9.87K ﹤0.01% 1186
2019
Q3
$61K Buy
+1,491
New +$61K ﹤0.01% 1141