Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Buy
+9,033
New +$1.14M 0.01% 1031
2018
Q3
Sell
-42,055
Closed -$1.45M 125
2018
Q2
$1.45M Buy
42,055
+4,533
+12% +$156K 0.46% 79
2018
Q1
$1.28M Buy
+37,522
New +$1.28M 0.47% 51