Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-27,100
Closed -$756K 834
2025
Q1
$756K Buy
27,100
+14,585
+117% +$407K 0.02% 354
2024
Q4
$327K Buy
+12,515
New +$327K 0.01% 548
2022
Q1
Sell
-21,290
Closed -$818K 800
2021
Q4
$818K Buy
+21,290
New +$818K 0.03% 300
2017
Q2
Sell
-16,118
Closed -$435K 297
2017
Q1
$435K Sell
16,118
-7,882
-33% -$213K 0.04% 219
2016
Q4
$607K Hold
24,000
0.06% 191
2016
Q3
$606K Buy
+24,000
New +$606K 0.06% 195