Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$125K Sell
12,829
-3,637
-22% -$35.3K ﹤0.01% 1956
2025
Q1
$164K Buy
+16,466
New +$164K ﹤0.01% 1846
2021
Q3
Sell
-50,580
Closed -$1.15M 829
2021
Q2
$1.15M Buy
+50,580
New +$1.15M 0.02% 709
2019
Q2
Sell
-23,857
Closed -$312K 1087
2019
Q1
$312K Buy
23,857
+11,534
+94% +$151K 0.01% 691
2018
Q4
$163K Buy
+12,323
New +$163K 0.01% 835