Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$790K Buy
+107
New +$790K 0.07% 285
2019
Q3
Sell
-163
Closed -$549K 372
2019
Q2
$549K Sell
163
-408
-71% -$1.37M 0.04% 289
2019
Q1
$1.58M Buy
571
+439
+333% +$1.21M 0.13% 144
2018
Q4
$322K Buy
+132
New +$322K 0.03% 469