Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$723K Buy
5,494
+3,025
+123% +$398K 0.01% 489
2025
Q1
$259K Buy
2,469
+439
+22% +$46K 0.01% 575
2024
Q4
$220K Buy
+2,030
New +$220K 0.01% 593
2017
Q4
Sell
-16,259
Closed -$1.26M 601
2017
Q3
$1.26M Hold
16,259
0.05% 300
2017
Q2
$1.1M Buy
16,259
+542
+3% +$36.7K 0.05% 320
2017
Q1
$954K Buy
+15,717
New +$954K 0.04% 340