Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,356
Closed -$151K 528
2024
Q4
$151K Buy
+10,356
New +$151K 0.02% 449
2024
Q2
Sell
-34,269
Closed -$669K 703
2024
Q1
$669K Buy
+34,269
New +$669K 0.09% 285
2023
Q2
Sell
-17,176
Closed -$318K 673
2023
Q1
$318K Buy
+17,176
New +$318K 0.07% 368
2022
Q1
Sell
-14,146
Closed -$192K 493
2021
Q4
$192K Buy
+14,146
New +$192K 0.05% 417
2021
Q3
Sell
-56,256
Closed -$862K 520
2021
Q2
$862K Buy
+56,256
New +$862K 0.14% 197
2021
Q1
Sell
-10,317
Closed -$142K 527
2020
Q4
$142K Sell
10,317
-22,256
-68% -$306K 0.08% 265
2020
Q3
$295K Buy
+32,573
New +$295K 0.17% 217
2020
Q1
Sell
-39,975
Closed -$1M 384
2019
Q4
$1M Buy
+39,975
New +$1M 0.28% 95
2018
Q2
Sell
-15,337
Closed -$565K 543
2018
Q1
$565K Buy
+15,337
New +$565K 0.14% 282
2017
Q2
Sell
-16,373
Closed -$656K 248
2017
Q1
$656K Buy
+16,373
New +$656K 0.19% 181