Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-67,730
Closed -$465K 1993
2025
Q1
$465K Buy
67,730
+45,874
+210% +$315K ﹤0.01% 1604
2024
Q4
$293K Buy
+21,856
New +$293K ﹤0.01% 1648
2019
Q4
Sell
-51,717
Closed -$1.06M 1849
2019
Q3
$1.06M Buy
+51,717
New +$1.06M ﹤0.01% 1413