Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$538K Sell
7,668
-39,523
-84% -$2.77M ﹤0.01% 633
2025
Q1
$3.22M Buy
+47,191
New +$3.22M 0.02% 413
2019
Q1
Sell
-6,000
Closed -$391K 821
2018
Q4
$391K Buy
+6,000
New +$391K 0.01% 719
2018
Q3
Sell
-8,642
Closed -$537K 831
2018
Q2
$537K Buy
+8,642
New +$537K 0.01% 690