Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$768K Buy
59,557
+13,725
+30% +$177K ﹤0.01% 2022
2025
Q1
$600K Buy
45,832
+9,454
+26% +$124K ﹤0.01% 2083
2024
Q4
$511K Buy
36,378
+18,275
+101% +$257K ﹤0.01% 2177
2024
Q3
$206K Buy
+18,103
New +$206K ﹤0.01% 2468
2018
Q3
Sell
-25
Closed 3146
2018
Q2
$0 Buy
+25
New ﹤0.01% 3736