Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$776K Buy
+17,812
New +$776K 0.04% 426
2024
Q4
Sell
-4,712
Closed -$257K 2021
2024
Q3
$257K Sell
4,712
-23,194
-83% -$1.27M 0.01% 700
2024
Q2
$1.42M Buy
+27,906
New +$1.42M 0.1% 210
2022
Q1
Sell
-5,061
Closed -$293K 1995
2021
Q4
$293K Buy
+5,061
New +$293K 0.03% 638
2018
Q1
Sell
-4,585
Closed -$244K 2543
2017
Q4
$244K Buy
+4,585
New +$244K 0.01% 1459