Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-15,969
Closed -$13.6K 6566
2025
Q1
$13.6K Buy
+15,969
New +$13.6K ﹤0.01% 5661
2022
Q2
Sell
-3,845
Closed -$36K 6602
2022
Q1
$36K Buy
+3,845
New +$36K ﹤0.01% 6007
2021
Q2
Hold
0
6826
2021
Q1
Hold
0
6634
2018
Q3
Sell
-1,424
Closed -$280K 4578
2018
Q2
$280K Buy
+1,424
New +$280K ﹤0.01% 3479
2017
Q4
Sell
-5,797
Closed -$1.65M 4131
2017
Q3
$1.65M Buy
+5,797
New +$1.65M ﹤0.01% 1938