Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.47M Buy
4,110
+498
+14% +$178K 0.48% 71
2025
Q1
$982K Buy
+3,612
New +$982K 0.34% 82
2019
Q1
Sell
-500
Closed -$34K 129
2018
Q4
$34K Hold
500
0.03% 129
2018
Q3
$43K Hold
500
0.04% 126
2018
Q2
$37K Buy
+500
New +$37K 0.03% 125