Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-164,460
Closed -$2.04M 942
2025
Q1
$2.04M Buy
164,460
+51,626
+46% +$641K 0.06% 127
2024
Q4
$1.45M Buy
112,834
+77,415
+219% +$996K 0.05% 130
2024
Q3
$711K Buy
+35,419
New +$711K 0.02% 258
2018
Q2
Hold
0
82
2018
Q1
Hold
0
152