Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$117K Buy
+36,899
New +$117K ﹤0.01% 642
2020
Q3
Sell
-164,332
Closed -$1.33M 605
2020
Q2
$1.33M Buy
+164,332
New +$1.33M 0.03% 320
2015
Q4
Sell
-157,951
Closed -$4.29M 334
2015
Q3
$4.29M Buy
+157,951
New +$4.29M 0.47% 52