Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
132
2021
Q3
Hold
0
1371
2021
Q2
Hold
0
1819
2021
Q1
Sell
-68,603
Closed -$3.34M 1989
2020
Q4
$3.34M Buy
+68,603
New +$3.34M 0.09% 156
2020
Q3
Sell
-789,301
Closed -$6.09M 2086
2020
Q2
$6.09M Buy
789,301
+745,925
+1,720% +$5.76M 0.11% 210
2020
Q1
$121K Sell
43,376
-846,149
-95% -$2.36M 0.01% 922
2019
Q4
$3.58M Buy
+889,525
New +$3.58M 0.05% 291
2019
Q3
Sell
-323,229
Closed -$824K 1760
2019
Q2
$824K Buy
+323,229
New +$824K 0.01% 630