Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381 Buy
+452
New +$381 ﹤0.01% 5834
2023
Q4
Sell
-1,000
Closed -$1.2K 6728
2023
Q3
$1.2K Buy
1,000
+263
+36% +$316 ﹤0.01% 5662
2023
Q2
$1.22K Buy
+737
New +$1.22K ﹤0.01% 5524
2022
Q2
Sell
-25
Closed 5914
2022
Q1
$0 Sell
25
-491
-95% ﹤0.01% 5947
2021
Q4
$1K Hold
516
﹤0.01% 5654
2021
Q3
$1K Sell
516
-1,779
-78% -$3.45K ﹤0.01% 5458
2021
Q2
$5K Buy
2,295
+2,057
+864% +$4.48K ﹤0.01% 5298
2021
Q1
$1K Buy
+238
New +$1K ﹤0.01% 5211
2018
Q2
Sell
-56,739
Closed -$342K 4849
2018
Q1
$342K Sell
56,739
-8,040
-12% -$48.5K ﹤0.01% 3527
2017
Q4
$497K Sell
64,779
-223,600
-78% -$1.72M ﹤0.01% 3343
2017
Q3
$2.33M Sell
288,379
-7,163
-2% -$57.9K ﹤0.01% 2554
2017
Q2
$2.37M Sell
295,542
-11,665
-4% -$93.7K ﹤0.01% 2511
2017
Q1
$2.69M Sell
307,207
-1,076,645
-78% -$9.43M ﹤0.01% 2451
2016
Q4
$12.1M Sell
1,383,852
-321,021
-19% -$2.81M ﹤0.01% 1581
2016
Q3
$17.3M Sell
1,704,873
-114,323
-6% -$1.16M ﹤0.01% 1314
2016
Q2
$15.3M Buy
1,819,196
+1,202,250
+195% +$10.1M ﹤0.01% 1399
2016
Q1
$6.44M Buy
616,946
+605,637
+5,355% +$6.32M ﹤0.01% 1827
2015
Q4
$181K Sell
11,309
-10,288
-48% -$165K ﹤0.01% 3148
2015
Q3
$256K Buy
+21,597
New +$256K ﹤0.01% 3112
2014
Q4
Sell
-22,400
Closed -$384K 3499
2014
Q3
$384K Sell
22,400
-20,930
-48% -$359K ﹤0.01% 3085
2014
Q2
$764K Buy
+43,330
New +$764K ﹤0.01% 2891