Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,100
Closed -$695K 201
2024
Q4
$695K Buy
4,100
+1,200
+41% +$204K 0.16% 81
2024
Q3
$504K Buy
+2,900
New +$504K 0.13% 83
2017
Q2
Sell
-4,700
Closed -$320K 89
2017
Q1
$320K Sell
4,700
-1,200
-20% -$81.7K 0.11% 79
2016
Q4
$406K Buy
+5,900
New +$406K 0.21% 55