Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-13,250
Closed -$1.18M 427
2024
Q4
$1.18M Buy
+13,250
New +$1.18M 0.03% 230
2018
Q1
Sell
-32,425
Closed -$2.24M 295
2017
Q4
$2.24M Buy
32,425
+26,675
+464% +$1.84M 0.12% 105
2017
Q3
$303K Buy
+5,750
New +$303K 0.02% 180
2016
Q3
Hold
0
255
2016
Q2
Hold
0
258