Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$539K Buy
+5,054
New +$539K 0.01% 352
2023
Q4
Sell
-12,900
Closed -$979K 341
2023
Q3
$979K Buy
+12,900
New +$979K 0.02% 101
2018
Q2
Sell
-20,665
Closed -$1.28M 137
2018
Q1
$1.28M Buy
20,665
+16,873
+445% +$1.04M 0.08% 40
2017
Q4
$210K Buy
+3,792
New +$210K 0.02% 380