Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$200K Buy
+2,944
New +$200K ﹤0.01% 829
2025
Q1
Hold
0
540
2024
Q4
Hold
0
556
2024
Q3
Sell
-4,392
Closed -$266K 541
2024
Q2
$266K Buy
+4,392
New +$266K 0.01% 327
2020
Q1
Sell
-5,676
Closed -$496K 294
2019
Q4
$496K Buy
+5,676
New +$496K 0.02% 93
2018
Q1
Sell
-2,448
Closed -$232K 303
2017
Q4
$232K Buy
+2,448
New +$232K 0.02% 349