Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$179K Buy
+663
New +$179K 0.01% 172
2021
Q3
Sell
-7,093
Closed -$1.46M 248
2021
Q2
$1.46M Sell
7,093
-276
-4% -$56.9K 0.14% 149
2021
Q1
$1.58M Buy
+7,369
New +$1.58M 0.16% 138
2020
Q1
Sell
-3,828
Closed -$734K 295
2019
Q4
$734K Sell
3,828
-12,982
-77% -$2.49M 0.08% 227
2019
Q3
$3.31M Buy
16,810
+7,314
+77% +$1.44M 0.17% 134
2019
Q2
$1.83M Hold
9,496
0.14% 161
2019
Q1
$1.67M Buy
+9,496
New +$1.67M 0.14% 176
2018
Q2
Sell
-11,465
Closed -$1.55M 396
2018
Q1
$1.55M Sell
11,465
-1,008
-8% -$136K 0.06% 293
2017
Q4
$1.69M Buy
+12,473
New +$1.69M 0.07% 300
2017
Q2
Sell
-13,539
Closed -$1.69M 302
2017
Q1
$1.69M Buy
+13,539
New +$1.69M 0.07% 264