Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314K Buy
34,176
+20,602
+152% +$189K ﹤0.01% 619
2025
Q1
$132K Buy
13,574
+1,514
+13% +$14.7K ﹤0.01% 786
2024
Q4
$113K Buy
12,060
+796
+7% +$7.49K ﹤0.01% 797
2024
Q3
$128K Buy
+11,264
New +$128K ﹤0.01% 816
2019
Q4
Sell
-10,431
Closed -$102K 549
2019
Q3
$102K Sell
10,431
-6,924
-40% -$67.7K ﹤0.01% 546
2019
Q2
$199K Buy
+17,355
New +$199K ﹤0.01% 513