Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$607K Buy
8,158
+8,145
+62,654% +$606K ﹤0.01% 464
2025
Q1
$880 Buy
+13
New +$880 ﹤0.01% 868
2024
Q4
Sell
-3,797
Closed -$247K 854
2024
Q3
$247K Buy
+3,797
New +$247K ﹤0.01% 482
2020
Q3
Sell
-106,391
Closed -$5.58M 500
2020
Q2
$5.58M Buy
+106,391
New +$5.58M 0.14% 97
2017
Q1
Sell
-54,252
Closed -$1.61M 388
2016
Q4
$1.61M Buy
54,252
+38,745
+250% +$1.15M 0.25% 88
2016
Q3
$510K Sell
15,507
-88,701
-85% -$2.92M 0.05% 268
2016
Q2
$2.44M Buy
+104,208
New +$2.44M 0.38% 78
2016
Q1
Sell
-40,765
Closed -$1.12M 387
2015
Q4
$1.12M Buy
+40,765
New +$1.12M 0.36% 56
2014
Q4
Sell
-290,053
Closed -$6.91M 387
2014
Q3
$6.91M Buy
+290,053
New +$6.91M 0.55% 59