Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.16M Buy
+14,271
New +$1.16M 0.06% 380
2020
Q2
Sell
-62,471
Closed -$1.36M 1547
2020
Q1
$1.36M Buy
+62,471
New +$1.36M 0.04% 680
2018
Q3
Sell
-3,553
Closed -$248K 1107
2018
Q2
$248K Sell
3,553
-2,419
-41% -$169K 0.01% 904
2018
Q1
$340K Sell
5,972
-488
-8% -$27.8K 0.01% 933
2017
Q4
$345K Sell
6,460
-4,622
-42% -$247K 0.01% 578
2017
Q3
$614K Buy
11,082
+3,185
+40% +$176K 0.02% 504
2017
Q2
$412K Sell
7,897
-105,706
-93% -$5.51M 0.01% 529
2017
Q1
$6.3M Buy
113,603
+86,580
+320% +$4.8M 0.17% 167
2016
Q4
$1.55M Buy
+27,023
New +$1.55M 0.05% 275