Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-22,932
Closed -$110K 2146
2025
Q1
$110K Sell
22,932
-22,934
-50% -$110K ﹤0.01% 1870
2024
Q4
$287K Sell
45,866
-16,372
-26% -$102K ﹤0.01% 1653
2024
Q3
$457K Buy
62,238
+9,150
+17% +$67.2K ﹤0.01% 1546
2024
Q2
$313K Sell
53,088
-4,371
-8% -$25.7K ﹤0.01% 1640
2024
Q1
$344K Buy
+57,459
New +$344K ﹤0.01% 1775
2018
Q3
Sell
-8,711
Closed -$276K 2210
2018
Q2
$276K Buy
+8,711
New +$276K ﹤0.01% 1929