Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-63,955
Closed -$4.84M 550
2024
Q4
$4.84M Buy
63,955
+674
+1% +$51K 0.09% 203
2024
Q3
$5.59M Buy
+63,281
New +$5.59M 0.12% 178
2024
Q2
Sell
-91,500
Closed -$8.6M 368
2024
Q1
$8.6M Buy
91,500
+89,017
+3,585% +$8.37M 0.3% 70
2023
Q4
$270K Buy
+2,483
New +$270K 0.01% 254
2020
Q1
Sell
-2,452
Closed -$248K 281
2019
Q4
$248K Sell
2,452
-522
-18% -$52.8K 0.02% 193
2019
Q3
$279K Buy
2,974
+567
+24% +$53.2K 0.02% 139
2019
Q2
$202K Hold
2,407
0.01% 242
2019
Q1
$203K Buy
+2,407
New +$203K 0.02% 207