Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-13,514
Closed -$210K 409
2024
Q4
$210K Buy
13,514
+652
+5% +$10.1K 0.03% 397
2024
Q3
$198K Sell
12,862
-4,612
-26% -$70.9K 0.03% 400
2024
Q2
$239K Buy
+17,474
New +$239K 0.03% 427
2019
Q2
Sell
-70,582
Closed -$878K 253
2019
Q1
$878K Sell
70,582
-56,918
-45% -$708K 0.8% 24
2018
Q4
$1.81M Buy
+127,500
New +$1.81M 1.39% 9