Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$592K Sell
17,321
-13,929
-45% -$476K ﹤0.01% 738
2025
Q1
$964K Buy
31,250
+18,070
+137% +$558K 0.01% 701
2024
Q4
$416K Buy
+13,180
New +$416K ﹤0.01% 792
2017
Q3
Sell
-44,900
Closed -$819K 574
2017
Q2
$819K Buy
+44,900
New +$819K 0.01% 563