Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
402
2025
Q1
Hold
0
422
2024
Q4
Hold
0
517
2024
Q3
Hold
0
541
2024
Q2
Hold
0
560
2017
Q1
Sell
-30,126
Closed -$2M 447
2016
Q4
$2M Buy
30,126
+9,987
+50% +$661K 0.04% 303
2016
Q3
$1.5M Buy
+20,139
New +$1.5M 0.02% 322