Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1146
2025
Q1
Hold
0
1129
2024
Q4
Sell
-6,175
Closed -$72.1K 1060
2024
Q3
$72.1K Sell
6,175
-15,529
-72% -$181K ﹤0.01% 552
2024
Q2
$242K Buy
21,704
+15,803
+268% +$177K ﹤0.01% 447
2024
Q1
$71.9K Buy
+5,901
New +$71.9K ﹤0.01% 538
2023
Q4
Hold
0
884
2017
Q2
Sell
-5,087,605
Closed -$48.3M 698
2017
Q1
$48.3M Buy
+5,087,605
New +$48.3M 4.64% 4