Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,600
Closed -$166K 2121
2025
Q1
$166K Hold
12,600
﹤0.01% 1831
2024
Q4
$166K Buy
+12,600
New +$166K ﹤0.01% 1740
2021
Q2
Sell
-48,273
Closed -$759K 2007
2021
Q1
$759K Buy
+48,273
New +$759K ﹤0.01% 1363
2020
Q3
Sell
-61,572
Closed -$567K 1863
2020
Q2
$567K Buy
+61,572
New +$567K ﹤0.01% 1429
2018
Q2
Sell
-84,276
Closed -$2.61M 2196
2018
Q1
$2.61M Buy
+84,276
New +$2.61M 0.01% 1157