Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Sell
1,635
-1,169
-42% -$258K ﹤0.01% 933
2025
Q1
$368K Buy
+2,804
New +$368K ﹤0.01% 1150
2018
Q2
Sell
-60,100
Closed -$2.58M 593
2018
Q1
$2.58M Buy
+60,100
New +$2.58M 0.03% 403