Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-13,717
Closed -$312K 1287
2024
Q4
$312K Buy
+13,717
New +$312K 0.01% 741
2021
Q3
Hold
0
1259
2021
Q2
Sell
-36,219
Closed -$828K 1113
2021
Q1
$828K Sell
36,219
-42,125
-54% -$963K 0.04% 373
2020
Q4
$1.7M Sell
78,344
-13,716
-15% -$298K 0.12% 163
2020
Q3
$1.98M Buy
92,060
+48,077
+109% +$1.04M 0.15% 142
2020
Q2
$1M Buy
+43,983
New +$1M 0.08% 215
2017
Q2
Sell
-20,447
Closed -$642K 334
2017
Q1
$642K Buy
+20,447
New +$642K 0.05% 181