Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$88.3K Buy
+682
New +$88.3K 0.11% 233
2025
Q1
Sell
-20,000
Closed -$2.33M 165
2024
Q4
$2.33M Buy
+20,000
New +$2.33M 0.04% 134
2021
Q3
Sell
-41,000
Closed -$3.93M 310
2021
Q2
$3.93M Buy
+41,000
New +$3.93M 0.04% 166
2020
Q2
Sell
-86,600
Closed -$3.12M 463
2020
Q1
$3.12M Sell
86,600
-109,400
-56% -$3.94M 0.03% 238
2019
Q4
$11M Buy
196,000
+121,000
+161% +$6.81M 0.09% 190
2019
Q3
$3.82M Buy
75,000
+66,000
+733% +$3.36M 0.05% 195
2019
Q2
$496K Buy
+9,000
New +$496K 0.01% 320
2018
Q4
Sell
-138,576
Closed -$8.79M 603
2018
Q3
$8.79M Buy
138,576
+8,220
+6% +$522K 0.13% 111
2018
Q2
$8.15M Buy
+130,356
New +$8.15M 0.15% 97
2017
Q3
Sell
-125,000
Closed -$7.23M 106
2017
Q2
$7.23M Buy
+125,000
New +$7.23M 0.27% 38