Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$108K Buy
36,971
+23,602
+177% +$68.9K 0.01% 1032
2025
Q1
$27K Sell
13,369
-40,896
-75% -$82.6K ﹤0.01% 1075
2024
Q4
$214K Buy
+54,265
New +$214K 0.01% 847
2023
Q2
Sell
-21,984
Closed -$91K 2091
2023
Q1
$91K Buy
+21,984
New +$91K 0.01% 1005
2019
Q4
Sell
-81,675
Closed -$186K 1901
2019
Q3
$186K Buy
81,675
+53,030
+185% +$121K 0.01% 990
2019
Q2
$117K Buy
+28,645
New +$117K 0.01% 1093
2019
Q1
Sell
-25,397
Closed -$122K 1876
2018
Q4
$122K Sell
25,397
-1,948
-7% -$9.36K 0.01% 1075
2018
Q3
$179K Buy
+27,345
New +$179K 0.01% 1096
2018
Q2
Sell
-54,343
Closed -$299K 2537
2018
Q1
$299K Buy
54,343
+39,223
+259% +$216K 0.02% 1053
2017
Q4
$95K Sell
15,120
-2,421
-14% -$15.2K 0.01% 1928
2017
Q3
$96K Buy
+17,541
New +$96K ﹤0.01% 2092