Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$874K Buy
+8,476
New +$874K 0.11% 232
2025
Q1
Sell
-2,220
Closed -$208K 1402
2024
Q4
$208K Buy
+2,220
New +$208K 0.03% 792
2023
Q3
Sell
-4,054
Closed -$533K 1341
2023
Q2
$533K Buy
+4,054
New +$533K 0.01% 335
2019
Q4
Hold
0
761
2019
Q3
Hold
0
704
2019
Q1
Hold
0
823
2018
Q4
Hold
0
1141
2018
Q3
Sell
-13,001
Closed -$789K 1164
2018
Q2
$789K Buy
+13,001
New +$789K ﹤0.01% 311
2018
Q1
Hold
0
1138
2017
Q4
Hold
0
1017