Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-71
Closed -$2.36K 556
2025
Q1
$2.36K Buy
+71
New +$2.36K ﹤0.01% 327
2019
Q3
Sell
-141
Closed -$4K 255
2019
Q2
$4K Sell
141
-209
-60% -$5.93K ﹤0.01% 224
2019
Q1
$9K Sell
350
-362,003
-100% -$9.31M ﹤0.01% 211
2018
Q4
$8.49M Sell
362,353
-31,363
-8% -$734K 0.42% 69
2018
Q3
$11.5M Sell
393,716
-42,963
-10% -$1.25M 0.53% 67
2018
Q2
$13.2M Buy
436,679
+44,466
+11% +$1.35M 0.57% 67
2018
Q1
$11.8M Sell
392,213
-31,856
-8% -$962K 0.56% 68
2017
Q4
$13.7M Buy
424,069
+249,669
+143% +$8.08M 0.59% 64
2017
Q3
$5.04M Buy
+174,400
New +$5.04M 0.23% 78