Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Buy
+6,300
New +$1.19M 0.27% 126
2020
Q2
Sell
-10,000
Closed -$1.01M 303
2020
Q1
$1.01M Buy
+10,000
New +$1.01M 0.27% 150
2019
Q1
Sell
-5,000
Closed -$599K 266
2018
Q4
$599K Hold
5,000
0.14% 184
2018
Q3
$655K Sell
5,000
-10,000
-67% -$1.31M 0.19% 139
2018
Q2
$2.1M Sell
15,000
-15,000
-50% -$2.1M 0.56% 80
2018
Q1
$2.86M Buy
+30,000
New +$2.86M 0.79% 54