Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-136,407
Closed -$6.29M 504
2025
Q1
$6.29M Hold
136,407
0.07% 169
2024
Q4
$5.13M Buy
136,407
+20,089
+17% +$756K 0.06% 172
2024
Q3
$4.72M Buy
+116,318
New +$4.72M 0.06% 188
2020
Q3
Sell
-10,131
Closed -$262K 366
2020
Q2
$262K Buy
+10,131
New +$262K ﹤0.01% 316
2020
Q1
Sell
-27,552
Closed -$896K 402
2019
Q4
$896K Sell
27,552
-2,630
-9% -$85.5K 0.01% 272
2019
Q3
$1.04M Sell
30,182
-1,474
-5% -$50.8K 0.01% 238
2019
Q2
$1.08M Sell
31,656
-420
-1% -$14.4K 0.01% 244
2019
Q1
$1.15M Sell
32,076
-1,001
-3% -$35.8K 0.01% 219
2018
Q4
$1.06M Sell
33,077
-6,213
-16% -$200K 0.01% 235
2018
Q3
$1.22M Buy
39,290
+24,391
+164% +$760K 0.01% 233
2018
Q2
$453K Sell
14,899
-1,029
-6% -$31.3K 0.01% 295
2018
Q1
$443K Buy
+15,928
New +$443K 0.01% 306