Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$525K Buy
+586
New +$525K 0.05% 191
2024
Q4
Sell
-258
Closed -$213K 246
2024
Q3
$213K Hold
258
0.03% 210
2024
Q2
$213K Buy
+258
New +$213K 0.04% 226
2019
Q4
Sell
-2,593
Closed -$413K 200
2019
Q3
$413K Sell
2,593
-15,472
-86% -$2.46M 0.1% 135
2019
Q2
$2.14M Sell
18,065
-33,325
-65% -$3.94M 1.18% 14
2019
Q1
$6.14M Buy
+51,390
New +$6.14M 2.67% 2