Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.7K Sell
7,588
-27,300
-78% -$96.1K ﹤0.01% 2607
2025
Q1
$112K Buy
34,888
+27,300
+360% +$87.6K ﹤0.01% 2594
2024
Q4
$23.3K Hold
7,588
﹤0.01% 2646
2024
Q3
$38.7K Hold
7,588
﹤0.01% 2790
2024
Q2
$30K Buy
+7,588
New +$30K ﹤0.01% 2787
2021
Q4
Sell
-260,179
Closed -$2.17M 2877
2021
Q3
$2.17M Sell
260,179
-25,719
-9% -$214K ﹤0.01% 1803
2021
Q2
$5.05M Buy
285,898
+16,373
+6% +$289K ﹤0.01% 1360
2021
Q1
$5.25M Buy
269,525
+28,940
+12% +$564K ﹤0.01% 1310
2020
Q4
$4.79M Sell
240,585
-204,135
-46% -$4.07M ﹤0.01% 1314
2020
Q3
$10.7M Buy
444,720
+222,863
+100% +$5.34M 0.01% 927
2020
Q2
$4.14M Buy
221,857
+35,857
+19% +$669K ﹤0.01% 1197
2020
Q1
$3.15M Sell
186,000
-30,200
-14% -$512K ﹤0.01% 1233
2019
Q4
$3.88M Buy
+216,200
New +$3.88M ﹤0.01% 1299