Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-96,085
Closed -$160K 1606
2024
Q4
$160K Buy
+96,085
New +$160K ﹤0.01% 1292
2018
Q2
Sell
-479,640
Closed -$16.7M 1700
2018
Q1
$16.7M Buy
479,640
+187,114
+64% +$6.5M 0.07% 223
2017
Q4
$6.97M Buy
+292,526
New +$6.97M 0.03% 322