Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.41M Hold
157,650
0.03% 730
2025
Q1
$1.38M Buy
157,650
+136,150
+633% +$1.19M 0.03% 709
2024
Q4
$179K Buy
+21,500
New +$179K ﹤0.01% 1088
2020
Q3
Sell
-26,620
Closed -$291K 395
2020
Q2
$291K Hold
26,620
0.1% 272
2020
Q1
$204K Buy
+26,620
New +$204K 0.09% 300
2018
Q1
Sell
-141,143
Closed -$2.73M 325
2017
Q4
$2.73M Buy
141,143
+9,812
+7% +$190K 0.64% 43
2017
Q3
$3.15M Buy
131,331
+21,727
+20% +$521K 0.72% 19
2017
Q2
$2.26M Buy
+109,604
New +$2.26M 0.64% 41