Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,318
Closed -$462K 1251
2025
Q1
$462K Sell
1,318
-4,867
-79% -$1.71M 0.02% 618
2024
Q4
$1.96M Buy
+6,185
New +$1.96M 0.08% 223
2019
Q2
Sell
-1,870
Closed -$292K 393
2019
Q1
$292K Buy
+1,870
New +$292K 0.02% 258
2017
Q2
Sell
-4,794
Closed -$426K 345
2017
Q1
$426K Buy
+4,794
New +$426K 0.04% 226