Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,308
Closed -$93K 1031
2025
Q1
$93K Buy
+11,308
New +$93K ﹤0.01% 956
2019
Q1
Sell
-12,364
Closed -$138K 1232
2018
Q4
$138K Sell
12,364
-907
-7% -$10.1K 0.01% 1071
2018
Q3
$324K Buy
+13,271
New +$324K 0.01% 1140