Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$237K Buy
+4,947
New +$237K ﹤0.01% 1240
2025
Q1
Sell
-4,100
Closed -$238K 1369
2024
Q4
$238K Buy
+4,100
New +$238K ﹤0.01% 1235
2019
Q2
Sell
-26,340
Closed -$503K 1147
2019
Q1
$503K Hold
26,340
﹤0.01% 985
2018
Q4
$400K Sell
26,340
-20,550
-44% -$312K ﹤0.01% 994
2018
Q3
$991K Sell
46,890
-8,970
-16% -$190K ﹤0.01% 812
2018
Q2
$1M Buy
+55,860
New +$1M ﹤0.01% 790