Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Buy
+687
New +$367K 0.1% 193
2025
Q1
Sell
-817
Closed -$371K 248
2024
Q4
$371K Sell
817
-3,888
-83% -$1.76M 0.09% 169
2024
Q3
$2.03M Buy
4,705
+1,404
+43% +$604K 0.49% 54
2024
Q2
$1.21M Buy
+3,301
New +$1.21M 0.29% 89
2019
Q3
Sell
-4,730
Closed -$417K 229
2019
Q2
$417K Buy
+4,730
New +$417K 0.04% 200
2015
Q2
Sell
-85,016
Closed -$3.95M 234
2015
Q1
$3.95M Buy
+85,016
New +$3.95M 0.09% 150