Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$874K Buy
100,525
+60,767
+153% +$528K ﹤0.01% 457
2025
Q1
$346K Sell
39,758
-80,496
-67% -$701K ﹤0.01% 542
2024
Q4
$1.3M Buy
+120,254
New +$1.3M 0.03% 255
2018
Q2
Sell
-33,467
Closed -$531K 665
2018
Q1
$531K Buy
33,467
+20,742
+163% +$329K 0.01% 322
2017
Q4
$186K Buy
+12,725
New +$186K ﹤0.01% 635