Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.16M Buy
81,782
+39,514
+93% +$1.05M 0.07% 271
2024
Q4
$1M Buy
42,268
+25,208
+148% +$597K 0.03% 420
2024
Q3
$432K Buy
+17,060
New +$432K 0.02% 620
2018
Q2
Sell
-10,416
Closed -$246K 458
2018
Q1
$246K Hold
10,416
0.05% 330
2017
Q4
$245K Buy
10,416
+243
+2% +$5.72K 0.05% 366
2017
Q3
$204K Buy
+10,173
New +$204K 0.04% 406