Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$243K Buy
+3,319
New +$243K ﹤0.01% 621
2023
Q2
Sell
-3,359
Closed -$271K 520
2023
Q1
$271K Buy
+3,359
New +$271K 0.01% 434
2019
Q3
Sell
-8,800
Closed -$597K 759
2019
Q2
$597K Sell
8,800
-1,411
-14% -$95.7K 0.02% 477
2019
Q1
$610K Sell
10,211
-4,789
-32% -$286K 0.02% 503
2018
Q4
$629K Buy
15,000
+11,200
+295% +$470K 0.02% 556
2018
Q3
$214K Buy
+3,800
New +$214K 0.01% 789