Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$616K Sell
3,218
-4,105
-56% -$786K 0.03% 497
2025
Q1
$1.19M Buy
+7,323
New +$1.19M 0.06% 230
2022
Q1
Sell
-1,820
Closed -$200K 1850
2021
Q4
$200K Buy
+1,820
New +$200K 0.02% 843
2018
Q1
Sell
-3,201
Closed -$299K 2386
2017
Q4
$299K Sell
3,201
-2,443
-43% -$228K 0.02% 1272
2017
Q3
$455K Buy
+5,644
New +$455K 0.02% 1010