Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,574
Closed -$676K 656
2025
Q1
$676K Sell
13,574
-40,649
-75% -$2.02M 0.01% 609
2024
Q4
$3.14M Buy
54,223
+16,086
+42% +$932K 0.02% 413
2024
Q3
$2.48M Buy
+38,137
New +$2.48M 0.02% 415
2014
Q4
Sell
-287
Closed -$5K 1132
2014
Q3
$5K Buy
+287
New +$5K ﹤0.01% 1040