Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1M Buy
11,827
+6,139
+108% +$521K 0.02% 480
2025
Q1
$412K Buy
+5,688
New +$412K 0.01% 274
2018
Q3
Sell
-2,796
Closed -$224K 411
2018
Q2
$224K Sell
2,796
-2,122
-43% -$170K 0.08% 128
2018
Q1
$260K Buy
4,918
+1,306
+36% +$69K 0.04% 315
2017
Q4
$241K Buy
+3,612
New +$241K 0.03% 370