Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9,293
Closed -$285K 746
2024
Q4
$285K Sell
9,293
-2,614
-22% -$80.2K 0.03% 589
2024
Q3
$448K Buy
+11,907
New +$448K 0.04% 531
2019
Q1
Sell
-6,300
Closed -$236K 438
2018
Q4
$236K Buy
+6,300
New +$236K 0.01% 387
2015
Q4
Sell
-27,771
Closed -$830K 430
2015
Q3
$830K Buy
+27,771
New +$830K 0.02% 764