Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4
Closed -$995 347
2025
Q1
$995 Buy
+4
New +$995 ﹤0.01% 407
2019
Q4
Sell
-11,943
Closed -$1.66M 89
2019
Q3
$1.66M Hold
11,943
0.48% 52
2019
Q2
$1.58M Hold
11,943
0.5% 46
2019
Q1
$1.61M Sell
11,943
-11,931
-50% -$1.61M 0.53% 46
2018
Q4
$3.46M Hold
23,874
1.08% 36
2018
Q3
$3.46M Sell
23,874
-316
-1% -$45.8K 1.08% 36
2018
Q2
$3.23M Sell
24,190
-7,262
-23% -$970K 1.06% 36
2018
Q1
$4.61M Sell
31,452
-1,724
-5% -$253K 1.53% 25
2017
Q4
$4.87M Buy
+33,176
New +$4.87M 1.62% 24