Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,523
Closed -$275K 2015
2025
Q1
$275K Buy
+6,523
New +$275K ﹤0.01% 1658
2024
Q4
Sell
-3,357
Closed -$221K 1905
2024
Q3
$221K Sell
3,357
-3,468
-51% -$229K ﹤0.01% 1777
2024
Q2
$393K Buy
+6,825
New +$393K 0.01% 1429
2020
Q1
Sell
-3,131
Closed -$313K 761
2019
Q4
$313K Buy
+3,131
New +$313K 0.01% 959