Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
908
2024
Q4
Sell
-9,952
Closed -$544K 852
2024
Q3
$544K Buy
+9,952
New +$544K ﹤0.01% 384
2021
Q4
Sell
-11,399
Closed -$656K 1173
2021
Q3
$656K Buy
+11,399
New +$656K 0.01% 728
2021
Q2
Sell
-10,670
Closed -$682K 1174
2021
Q1
$682K Buy
+10,670
New +$682K 0.02% 561
2020
Q1
Sell
-10,459
Closed -$572 296
2019
Q4
$572 Sell
10,459
-4,601
-31% -$252 ﹤0.01% 285
2019
Q3
$718K Hold
15,060
0.04% 217
2019
Q2
$743K Buy
+15,060
New +$743K 0.03% 270