Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$366K Sell
11,333
-8,710
-43% -$281K ﹤0.01% 928
2025
Q1
$745K Buy
20,043
+11,590
+137% +$431K 0.01% 800
2024
Q4
$345K Buy
+8,453
New +$345K ﹤0.01% 863
2021
Q2
Sell
-9,803
Closed -$463K 631
2021
Q1
$463K Buy
+9,803
New +$463K ﹤0.01% 802
2018
Q2
Sell
-58,100
Closed -$2.47M 594
2018
Q1
$2.47M Buy
+58,100
New +$2.47M 0.03% 415