Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,492
Closed -$548K 299
2024
Q4
$548K Sell
2,492
-2,969
-54% -$653K 0.02% 518
2024
Q3
$1.21M Buy
+5,461
New +$1.21M 0.06% 242
2018
Q4
Sell
-12,291
Closed -$1.78M 122
2018
Q3
$1.78M Sell
12,291
-16,474
-57% -$2.38M 0.16% 102
2018
Q2
$3.84M Buy
+28,765
New +$3.84M 0.4% 60
2018
Q1
Sell
-10,722
Closed -$1.57M 230
2017
Q4
$1.57M Buy
+10,722
New +$1.57M 0.16% 53
2016
Q4
Hold
0
138
2016
Q3
Hold
0
191