Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-19,697
Closed -$652K 1652
2025
Q1
$652K Buy
19,697
+10,950
+125% +$362K 0.04% 409
2024
Q4
$336K Buy
+8,747
New +$336K 0.02% 649
2024
Q3
Sell
-55,123
Closed -$1.63M 1532
2024
Q2
$1.63M Buy
+55,123
New +$1.63M 0.11% 182
2021
Q4
Sell
-32,328
Closed -$431K 1864
2021
Q3
$431K Buy
+32,328
New +$431K 0.04% 535
2020
Q3
Sell
-54,760
Closed -$423K 1212
2020
Q2
$423K Buy
+54,760
New +$423K 0.05% 418
2019
Q3
Sell
-52,853
Closed -$381K 1524
2019
Q2
$381K Buy
+52,853
New +$381K 0.02% 646
2018
Q2
Sell
-103,759
Closed -$1.28M 2123
2018
Q1
$1.28M Buy
+103,759
New +$1.28M 0.07% 281