Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
327
2025
Q1
Hold
0
324
2024
Q4
Sell
-648,015
Closed -$2.23M 333
2024
Q3
$2.23M Buy
+648,015
New +$2.23M 0.06% 150
2019
Q2
Sell
-94,728
Closed -$2.77M 169
2019
Q1
$2.77M Sell
94,728
-120,894
-56% -$3.53M 0.16% 93
2018
Q4
$5.97M Buy
215,622
+141,993
+193% +$3.93M 0.46% 34
2018
Q3
$1.31M Buy
+73,629
New +$1.31M 0.09% 98