Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$426K Buy
+50,139
New +$426K ﹤0.01% 608
2025
Q1
Sell
-28,766
Closed -$183K 973
2024
Q4
$183K Buy
28,766
+4,245
+17% +$27K ﹤0.01% 560
2024
Q3
$170K Buy
+24,521
New +$170K ﹤0.01% 480
2018
Q1
Sell
-22,893
Closed -$275K 804
2017
Q4
$275K Buy
+22,893
New +$275K ﹤0.01% 533