Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$424K Buy
4,120
+50
+1% +$5.15K ﹤0.01% 728
2025
Q1
$356K Buy
+4,070
New +$356K ﹤0.01% 759
2019
Q1
Sell
-7,615
Closed -$339K 997
2018
Q4
$339K Sell
7,615
-9,442
-55% -$420K ﹤0.01% 730
2018
Q3
$1.01M Buy
17,057
+5,169
+43% +$305K 0.01% 404
2018
Q2
$617K Buy
11,888
+1,324
+13% +$68.7K ﹤0.01% 476
2018
Q1
$575K Buy
+10,564
New +$575K ﹤0.01% 437