Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-15,983
Closed -$547K 914
2024
Q4
$547K Buy
15,983
+6,012
+60% +$206K ﹤0.01% 462
2024
Q3
$361K Buy
+9,971
New +$361K ﹤0.01% 429
2021
Q3
Sell
-67,732
Closed -$2.07M 992
2021
Q2
$2.07M Buy
+67,732
New +$2.07M 0.03% 352
2016
Q4
Sell
-227,840
Closed -$6.44M 323
2016
Q3
$6.44M Buy
+227,840
New +$6.44M 0.61% 36