Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,170
Closed -$230K 3233
2025
Q1
$230K Buy
14,170
+722
+5% +$11.7K ﹤0.01% 2303
2024
Q4
$315K Buy
+13,448
New +$315K ﹤0.01% 2167
2020
Q1
Sell
-1,132
Closed -$25K 2480
2019
Q4
$25K Buy
+1,132
New +$25K ﹤0.01% 2327
2018
Q2
Sell
-950
Closed -$69K 2068
2018
Q1
$69K Sell
950
-745
-44% -$54.1K ﹤0.01% 1595
2017
Q4
$125K Sell
1,695
-1,168
-41% -$86.1K ﹤0.01% 1905
2017
Q3
$83K Buy
2,863
+1,188
+71% +$34.4K ﹤0.01% 1510
2017
Q2
$60K Buy
+1,675
New +$60K ﹤0.01% 1436