Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.79M Buy
27,984
+17,000
+155% +$1.09M 0.05% 253
2025
Q1
$569K Hold
10,984
0.02% 408
2024
Q4
$581K Hold
10,984
0.02% 402
2024
Q3
$464K Buy
+10,984
New +$464K 0.02% 448
2018
Q3
Sell
-75,658
Closed -$949K 538
2018
Q2
$949K Sell
75,658
-17,284
-19% -$217K 0.05% 269
2018
Q1
$1.25M Buy
+92,942
New +$1.25M 0.06% 230
2017
Q4
Sell
-56,997
Closed -$761K 484
2017
Q3
$761K Buy
+56,997
New +$761K 0.04% 285