Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$386K Sell
14,558
-3,842
-21% -$102K 0.02% 79
2025
Q1
$562K Buy
+18,400
New +$562K 0.02% 76
2019
Q3
Sell
-79,320
Closed -$1.44M 99
2019
Q2
$1.44M Sell
79,320
-20,680
-21% -$375K 0.51% 22
2019
Q1
$1.96M Buy
+100,000
New +$1.96M 0.82% 18