Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-17,138
Closed -$28K 2283
2025
Q1
$28K Sell
17,138
-36,772
-68% -$60.1K ﹤0.01% 2042
2024
Q4
$90K Buy
+53,910
New +$90K ﹤0.01% 1838
2022
Q4
Sell
-47,035
Closed -$382K 2267
2022
Q3
$382K Buy
+47,035
New +$382K ﹤0.01% 1728
2019
Q2
Sell
-6,898
Closed -$201K 726
2019
Q1
$201K Buy
+6,898
New +$201K 0.03% 363