Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$322K Sell
39,126
-66,016
-63% -$544K 0.02% 678
2025
Q1
$859K Buy
105,142
+5,263
+5% +$43K 0.05% 450
2024
Q4
$1.02M Buy
+99,879
New +$1.02M 0.07% 353
2019
Q3
Sell
-7,125
Closed -$341K 1605
2019
Q2
$341K Buy
7,125
+3,956
+125% +$189K 0.01% 838
2019
Q1
$150K Buy
+3,169
New +$150K ﹤0.01% 996