Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,946
Closed -$240K 764
2024
Q4
$240K Buy
+12,946
New +$240K 0.02% 546
2021
Q4
Sell
-15,906
Closed -$299K 1290
2021
Q3
$299K Buy
+15,906
New +$299K 0.02% 1096
2018
Q3
Sell
-462,761
Closed -$9.09M 1109
2018
Q2
$9.09M Buy
+462,761
New +$9.09M 0.23% 163