Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.07M Buy
15,375
+11,952
+349% +$834K 0.03% 445
2024
Q4
$209K Buy
+3,423
New +$209K 0.01% 926
2018
Q3
Sell
-7,925
Closed -$409K 432
2018
Q2
$409K Buy
7,925
+920
+13% +$47.5K 0.09% 214
2018
Q1
$344K Buy
+7,005
New +$344K 0.07% 241