Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$524K Buy
+10,893
New +$524K ﹤0.01% 465
2025
Q1
Hold
0
668
2024
Q4
Hold
0
736
2024
Q3
Hold
0
566
2024
Q2
Hold
0
646
2024
Q1
Sell
-16,188
Closed -$1.11M 516
2023
Q4
$1.11M Buy
16,188
+1,651
+11% +$113K ﹤0.01% 128
2023
Q3
$827K Buy
+14,537
New +$827K ﹤0.01% 152
2019
Q2
Hold
0
155
2019
Q1
Hold
0
133
2018
Q4
Hold
0
177