Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.95K Sell
93
-37,652
-100% -$1.19M ﹤0.01% 953
2025
Q1
$1.12M Buy
+37,745
New +$1.12M 0.01% 513
2023
Q4
Sell
-2,156
Closed -$91.5K 1039
2023
Q3
$91.5K Buy
2,156
+1,697
+370% +$72K ﹤0.01% 777
2023
Q2
$25.7K Buy
+459
New +$25.7K ﹤0.01% 865
2021
Q4
Sell
-3,822
Closed -$307K 1246
2021
Q3
$307K Sell
3,822
-3,930
-51% -$316K ﹤0.01% 1088
2021
Q2
$652K Sell
7,752
-68,711
-90% -$5.78M ﹤0.01% 668
2021
Q1
$6.35M Buy
76,463
+62,680
+455% +$5.2M 0.02% 464
2020
Q4
$1.11M Buy
+13,783
New +$1.11M ﹤0.01% 791
2019
Q3
Sell
-6,073
Closed -$291K 822
2019
Q2
$291K Buy
6,073
+1,241
+26% +$59.5K ﹤0.01% 665
2019
Q1
$242K Buy
+4,832
New +$242K ﹤0.01% 746
2018
Q3
Sell
-40,835
Closed -$1.82M 840
2018
Q2
$1.82M Sell
40,835
-71,764
-64% -$3.2M 0.01% 537
2018
Q1
$5.85M Buy
112,599
+80,717
+253% +$4.2M 0.04% 341
2017
Q4
$1.95M Sell
31,882
-190,556
-86% -$11.7M 0.02% 413
2017
Q3
$12.3M Buy
+222,438
New +$12.3M 0.11% 170