Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,651
Closed -$667K 1239
2024
Q4
$667K Buy
+1,651
New +$667K 0.12% 339
2022
Q4
Sell
-3,083
Closed -$818K 891
2022
Q3
$818K Buy
+3,083
New +$818K 0.32% 44
2018
Q3
Sell
-30,345
Closed -$694K 825
2018
Q2
$694K Sell
30,345
-15,030
-33% -$344K 0.22% 140
2018
Q1
$805K Buy
45,375
+31,395
+225% +$557K 0.2% 143
2017
Q4
$290K Buy
13,980
+480
+4% +$9.96K 0.08% 476
2017
Q3
$307K Buy
+13,500
New +$307K 0.09% 477