Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44M Buy
+30,005
New +$1.44M 0.24% 106
2017
Q2
Sell
-14,013
Closed -$454K 168
2017
Q1
$454K Hold
14,013
0.19% 123
2016
Q4
$447K Buy
14,013
+2,803
+25% +$89.4K 0.18% 148
2016
Q3
$347K Buy
+11,210
New +$347K 0.17% 149