Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-87
Closed -$1.32K 434
2025
Q1
$1.32K Buy
+87
New +$1.32K ﹤0.01% 374
2019
Q2
Sell
-16,985
Closed -$452K 63
2019
Q1
$452K Sell
16,985
-161,234
-90% -$4.29M 0.15% 57
2018
Q4
$7.67M Hold
178,219
2.4% 20
2018
Q3
$7.67M Sell
178,219
-2,936
-2% -$126K 2.4% 20
2018
Q2
$7.86M Sell
181,155
-53,176
-23% -$2.31M 2.58% 18
2018
Q1
$8.63M Buy
234,331
+23,910
+11% +$880K 2.87% 12
2017
Q4
$7.58M Buy
+210,421
New +$7.58M 2.52% 18