Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$460K Sell
6,760
-33,012
-83% -$2.25M 0.01% 951
2025
Q1
$2.41M Sell
39,772
-6,478
-14% -$392K 0.06% 545
2024
Q4
$3.19M Buy
+46,250
New +$3.19M 0.08% 442
2019
Q2
Sell
-2,420
Closed -$208K 366
2019
Q1
$208K Sell
2,420
-5,259
-68% -$452K 0.12% 244
2018
Q4
$488K Sell
7,679
-263
-3% -$16.7K 0.14% 226
2018
Q3
$549K Buy
+7,942
New +$549K 0.12% 237
2016
Q2
Sell
-7,217
Closed -$523K 378
2016
Q1
$523K Buy
+7,217
New +$523K 0.2% 189
2015
Q3
Sell
-2,660
Closed -$277K 327
2015
Q2
$277K Buy
+2,660
New +$277K 0.15% 228