Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,994
Closed -$626K 355
2025
Q1
$626K Sell
2,994
-7,660
-72% -$1.6M 0.02% 252
2024
Q4
$2.17M Buy
10,654
+8,744
+458% +$1.78M 0.06% 202
2024
Q3
$333K Buy
+1,910
New +$333K 0.01% 271
2018
Q2
Hold
0
244
2018
Q1
Hold
0
252