Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,477
Closed -$1.08M 275
2024
Q4
$1.08M Buy
10,477
+1,139
+12% +$118K 0.44% 101
2024
Q3
$1.04M Buy
+9,338
New +$1.04M 0.49% 21
2023
Q2
Sell
-12,406
Closed -$800K 438
2023
Q1
$800K Buy
+12,406
New +$800K 0.44% 108
2020
Q2
Sell
-336
Closed -$12K 446
2020
Q1
$12K Sell
336
-192
-36% -$6.86K ﹤0.01% 375
2019
Q4
$28K Sell
528
-49
-8% -$2.6K ﹤0.01% 326
2019
Q3
$30K Hold
577
0.01% 313
2019
Q2
$32K Buy
+577
New +$32K 0.01% 314