Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.2M Buy
4,498
+3,595
+398% +$957K 0.04% 410
2024
Q4
$227K Buy
+903
New +$227K 0.01% 896
2021
Q2
Sell
-1,398
Closed -$292K 530
2021
Q1
$292K Buy
+1,398
New +$292K 0.03% 343
2016
Q2
Sell
-3,025
Closed -$320K 302
2016
Q1
$320K Buy
+3,025
New +$320K 0.08% 218
2015
Q1
Sell
-3,750
Closed -$489K 85
2014
Q4
$489K Buy
+3,750
New +$489K 0.53% 43