Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,552
Closed -$511K 712
2025
Q1
$511K Buy
4,552
+2,131
+88% +$239K 0.24% 114
2024
Q4
$271K Buy
+2,421
New +$271K 0.12% 274
2019
Q2
Sell
-13,885
Closed -$1.07M 1924
2019
Q1
$1.07M Buy
+13,885
New +$1.07M 0.02% 889
2017
Q3
Sell
-5,637
Closed -$391K 1676
2017
Q2
$391K Buy
+5,637
New +$391K 0.01% 1176