Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Buy
+686
New +$241K 0.05% 234
2021
Q1
Sell
-5,230
Closed -$1.9M 95
2020
Q4
$1.9M Buy
5,230
+1,917
+58% +$698K 0.96% 30
2020
Q3
$1.08M Sell
3,313
-152
-4% -$49.7K 0.59% 65
2020
Q2
$1.01M Sell
3,465
-664
-16% -$194K 0.59% 55
2020
Q1
$960K Sell
4,129
-12,898
-76% -$3M 0.59% 48
2019
Q4
$4.38M Buy
17,027
+92
+0.5% +$23.7K 1.53% 11
2019
Q3
$3.75M Buy
+16,935
New +$3.75M 1.5% 11