Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$378K Sell
11,309
-457
-4% -$15.3K ﹤0.01% 2536
2025
Q1
$221K Buy
+11,766
New +$221K ﹤0.01% 2921
2019
Q3
Sell
-3,593
Closed -$257K 824
2019
Q2
$257K Hold
3,593
﹤0.01% 940
2019
Q1
$255K Hold
3,593
﹤0.01% 873
2018
Q4
$230K Buy
+3,593
New +$230K ﹤0.01% 737
2016
Q1
Sell
-10,870
Closed -$667K 542
2015
Q4
$667K Sell
10,870
-4,658
-30% -$286K 0.04% 253
2015
Q3
$1.01M Buy
+15,528
New +$1.01M 0.05% 244