Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$622K Buy
+4,812
New +$622K 0.08% 343
2025
Q1
Sell
-3,008
Closed -$349K 2163
2024
Q4
$349K Buy
+3,008
New +$349K 0.05% 445
2024
Q3
Sell
-7,955
Closed -$1.08M 2345
2024
Q2
$1.08M Buy
7,955
+4,474
+129% +$607K 0.01% 312
2024
Q1
$450K Buy
+3,481
New +$450K ﹤0.01% 476
2023
Q4
Hold
0
2170
2023
Q3
Hold
0
2075
2023
Q2
Hold
0
1993
2020
Q3
Sell
-5,878
Closed -$382K 1004
2020
Q2
$382K Buy
+5,878
New +$382K 0.01% 215
2020
Q1
Hold
0
1378
2019
Q4
Hold
0
1374
2019
Q3
Sell
-4,743
Closed -$397K 1339
2019
Q2
$397K Buy
+4,743
New +$397K ﹤0.01% 314
2018
Q4
Sell
-3,984
Closed -$318K 1754
2018
Q3
$318K Buy
+3,984
New +$318K ﹤0.01% 515