Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-33,495
Closed -$520K 854
2025
Q1
$520K Buy
33,495
+2,783
+9% +$43.2K 0.01% 459
2024
Q4
$659K Buy
+30,712
New +$659K 0.02% 404
2017
Q1
Sell
-77,974
Closed -$3.92M 321
2016
Q4
$3.92M Buy
77,974
+429
+0.6% +$21.6K 0.36% 73
2016
Q3
$4.09M Buy
77,545
+35,750
+86% +$1.89M 0.38% 66
2016
Q2
$2.42M Buy
+41,795
New +$2.42M 0.29% 79