Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.5K Hold
1,000
﹤0.01% 5277
2025
Q1
$30.5K Hold
1,000
﹤0.01% 5108
2024
Q4
$42.9K Hold
1,000
﹤0.01% 5046
2024
Q3
$22.2K Hold
1,000
﹤0.01% 5215
2024
Q2
$16.4K Hold
1,000
﹤0.01% 5253
2024
Q1
$17.7K Hold
1,000
﹤0.01% 5225
2023
Q4
$19.4K Hold
1,000
﹤0.01% 5211
2023
Q3
$12K Hold
1,000
﹤0.01% 5388
2023
Q2
$15.4K Hold
1,000
﹤0.01% 5506
2023
Q1
$8.06K Buy
+1,000
New +$8.06K ﹤0.01% 5607
2019
Q1
Sell
-1
Closed 5864
2018
Q4
$0 Sell
1
-40
-98% ﹤0.01% 5900
2018
Q3
$1K Sell
41
-481,387
-100% -$11.7M ﹤0.01% 5820
2018
Q2
$15.6M Sell
481,428
-24,458
-5% -$795K ﹤0.01% 1688
2018
Q1
$29.1M Buy
505,886
+125,589
+33% +$7.22M 0.01% 1218
2017
Q4
$18.9M Buy
380,297
+65,671
+21% +$3.26M 0.01% 1483
2017
Q3
$12.5M Buy
314,626
+22,973
+8% +$913K ﹤0.01% 1779
2017
Q2
$9.3M Buy
291,653
+70,531
+32% +$2.25M ﹤0.01% 1958
2017
Q1
$7.7M Buy
221,122
+39,766
+22% +$1.38M ﹤0.01% 2079
2016
Q4
$5.05M Buy
181,356
+82,432
+83% +$2.3M ﹤0.01% 2375
2016
Q3
$1.96M Buy
+98,924
New +$1.96M ﹤0.01% 2946
2014
Q3
Sell
-1,577
Closed -$20K 5951
2014
Q2
$20K Buy
+1,577
New +$20K ﹤0.01% 5224