Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$986K Buy
6,074
+1,517
+33% +$246K ﹤0.01% 585
2025
Q1
$1.07M Buy
+4,557
New +$1.07M ﹤0.01% 558
2017
Q1
Sell
-162,830
Closed -$5M 787
2016
Q4
$5M Buy
+162,830
New +$5M 0.01% 502