Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,359
Closed -$210K 981
2025
Q1
$210K Sell
1,359
-542
-29% -$83.6K 0.01% 761
2024
Q4
$267K Buy
+1,901
New +$267K 0.01% 645
2017
Q3
Sell
-23,450
Closed -$1.34M 306
2017
Q2
$1.34M Buy
+23,450
New +$1.34M 0.42% 80