Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,668
Closed -$1.48M 193
2024
Q4
$1.48M Buy
3,668
+1,103
+43% +$446K 0.05% 310
2024
Q3
$1.29M Buy
+2,565
New +$1.29M 0.04% 357
2019
Q1
Sell
-418
Closed -$60K 1724
2018
Q4
$60K Sell
418
-31
-7% -$4.45K ﹤0.01% 1015
2018
Q3
$83K Buy
+449
New +$83K ﹤0.01% 998