Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,000
Closed -$129K 90
2024
Q4
$129K Sell
10,000
-5,000
-33% -$64.5K 0.09% 89
2024
Q3
$191K Hold
15,000
0.13% 94
2024
Q2
$212K Buy
+15,000
New +$212K 0.16% 95
2019
Q2
Sell
-5,000
Closed -$391K 114
2019
Q1
$391K Buy
+5,000
New +$391K 0.05% 93