Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,491
Closed -$258K 1640
2025
Q1
$258K Buy
3,491
+808
+30% +$59.6K ﹤0.01% 1419
2024
Q4
$219K Buy
+2,683
New +$219K ﹤0.01% 1402
2023
Q1
Sell
-4,402
Closed -$298K 1045
2022
Q4
$298K Buy
+4,402
New +$298K 0.01% 798
2021
Q1
Sell
-2,405
Closed -$811K 587
2020
Q4
$811K Buy
+2,405
New +$811K 0.04% 322
2020
Q1
Sell
-29
Closed -$2K 523
2019
Q4
$2K Sell
29
-5,646
-99% -$389K ﹤0.01% 465
2019
Q3
$379K Buy
5,675
+2,600
+85% +$174K 0.03% 349
2019
Q2
$288K Buy
+3,075
New +$288K 0.03% 379