Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$50K Buy
+170
New +$50K 0.06% 338
2021
Q2
Sell
-8,700
Closed -$1.82M 320
2021
Q1
$1.82M Sell
8,700
-29,000
-77% -$6.05M 0.01% 259
2020
Q4
$6.63M Buy
37,700
+30,700
+439% +$5.4M 0.05% 180
2020
Q3
$859K Buy
+7,000
New +$859K 0.01% 314
2020
Q2
Sell
-38,725
Closed -$4.13M 435
2020
Q1
$4.13M Buy
38,725
+29,725
+330% +$3.17M 0.04% 214
2019
Q4
$1.26M Buy
+9,000
New +$1.26M 0.01% 399
2019
Q3
Sell
-27,124
Closed -$3.95M 360
2019
Q2
$3.95M Buy
+27,124
New +$3.95M 0.04% 196
2019
Q1
Sell
-28,400
Closed -$4.6M 504
2018
Q4
$4.6M Buy
28,400
+16,601
+141% +$2.69M 0.05% 164
2018
Q3
$2.35M Buy
11,799
+11,731
+17,251% +$2.34M 0.03% 204
2018
Q2
$12K Buy
+68
New +$12K ﹤0.01% 499