Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$762K Sell
51,116
-42,742
-46% -$637K 0.01% 275
2025
Q1
$1.36M Buy
+93,858
New +$1.36M 0.01% 159
2019
Q2
Sell
-10,000
Closed -$865K 370
2019
Q1
$865K Sell
10,000
-5,000
-33% -$433K 0.05% 95
2018
Q4
$1.03M Buy
+15,000
New +$1.03M 0.08% 68