Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$494K Buy
10,311
+5,193
+101% +$249K 0.01% 579
2025
Q1
$255K Sell
5,118
-544
-10% -$27.1K 0.01% 784
2024
Q4
$328K Buy
+5,662
New +$328K 0.01% 699
2024
Q3
Sell
-7,934
Closed -$509K 1177
2024
Q2
$509K Buy
+7,934
New +$509K 0.01% 653
2020
Q4
Sell
-66,003
Closed -$1.48M 944
2020
Q3
$1.48M Buy
+66,003
New +$1.48M 0.08% 262
2020
Q1
Sell
-11,166
Closed -$341K 600
2019
Q4
$341K Buy
+11,166
New +$341K 0.01% 385
2016
Q2
Sell
-20,455
Closed -$317K 587
2016
Q1
$317K Buy
+20,455
New +$317K 0.04% 320
2015
Q3
Sell
-16,968
Closed -$331K 298
2015
Q2
$331K Buy
+16,968
New +$331K 0.3% 98