Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37K Sell
900
-2,300
-72% -$94.6K 0.02% 455
2025
Q1
$135K Buy
+3,200
New +$135K 0.08% 185
2024
Q4
Sell
-82,400
Closed -$5.43M 676
2024
Q3
$5.43M Buy
+82,400
New +$5.43M 2.62% 3
2018
Q3
Sell
-4,718
Closed -$365K 865
2018
Q2
$365K Buy
+4,718
New +$365K 0.15% 96