Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-55,181
Closed -$117K 960
2025
Q1
$117K Sell
55,181
-35,529
-39% -$75.3K 0.01% 639
2024
Q4
$274K Buy
90,710
+75,959
+515% +$229K 0.02% 531
2024
Q3
$54.1K Buy
+14,751
New +$54.1K ﹤0.01% 602
2020
Q1
Sell
-51,307
Closed -$521K 1502
2019
Q4
$521K Buy
51,307
+27,360
+114% +$278K 0.01% 1229
2019
Q3
$242K Buy
23,947
+12,809
+115% +$129K ﹤0.01% 1345
2019
Q2
$149K Buy
+11,138
New +$149K ﹤0.01% 1055