Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$391K Buy
2,018
+97
+5% +$18.8K 0.01% 259
2025
Q1
$226K Buy
1,921
+141
+8% +$16.6K 0.01% 327
2024
Q4
$245K Buy
+1,780
New +$245K 0.01% 317
2018
Q3
Sell
-31,680
Closed -$568K 591
2018
Q2
$568K Buy
+31,680
New +$568K 0.02% 365