Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44M Buy
+64,484
New +$1.44M 0.01% 380
2025
Q1
Sell
-102,614
Closed -$2.06M 835
2024
Q4
$2.06M Buy
+102,614
New +$2.06M 0.05% 220
2024
Q3
Sell
-45,445
Closed -$1.41M 603
2024
Q2
$1.41M Buy
+45,445
New +$1.41M 0.03% 234
2020
Q3
Sell
-15,390
Closed -$921K 684
2020
Q2
$921K Buy
+15,390
New +$921K 0.03% 202
2018
Q2
Sell
-7,849
Closed -$409K 596
2018
Q1
$409K Buy
+7,849
New +$409K 0.01% 375
2017
Q3
Sell
-54,953
Closed -$1.85M 789
2017
Q2
$1.85M Buy
54,953
+41,506
+309% +$1.4M 0.03% 236
2017
Q1
$485K Buy
+13,447
New +$485K 0.01% 470
2016
Q4
Sell
-13,817
Closed -$522K 191
2016
Q3
$522K Buy
+13,817
New +$522K 0.01% 342
2015
Q2
Sell
-63,824
Closed -$2M 405
2015
Q1
$2M Buy
+63,824
New +$2M 0.03% 157
2014
Q4
Sell
-42,078
Closed -$1.47M 165
2014
Q3
$1.47M Buy
+42,078
New +$1.47M 0.02% 95
2013
Q4
Hold
0
194
2013
Q3
Hold
0
352