Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$924K Buy
4,412
+3,262
+284% +$683K 0.03% 529
2025
Q1
$209K Buy
+1,150
New +$209K 0.01% 1011
2022
Q4
Sell
-628
Closed -$617 783
2022
Q3
$617 Buy
+628
New +$617 0.02% 343
2019
Q1
Sell
-271
Closed -$19K 1621
2018
Q4
$19K Buy
+271
New +$19K 0.01% 940
2018
Q1
$22K Hold
271
0.01% 843
2017
Q4
$22K Buy
+271
New +$22K 0.01% 842