Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Buy
+8,120
New +$278K ﹤0.01% 721
2024
Q3
Sell
-6,466
Closed -$239K 721
2024
Q2
$239K Buy
+6,466
New +$239K 0.01% 425
2018
Q1
Sell
-5,040
Closed -$211K 803
2017
Q4
$211K Buy
+5,040
New +$211K ﹤0.01% 610
2015
Q3
Hold
0
503
2015
Q2
Hold
0
442