Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,316
Closed -$810K 973
2025
Q1
$810K Buy
14,316
+7,164
+100% +$405K 0.02% 203
2024
Q4
$410K Sell
7,152
-1,391
-16% -$79.8K 0.01% 270
2024
Q3
$448K Buy
+8,543
New +$448K 0.01% 308
2013
Q4
Sell
-86,984
Closed -$355K 201
2013
Q3
$355K Buy
+86,984
New +$355K 0.03% 87