Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$254K Buy
+440
New +$254K ﹤0.01% 743
2019
Q3
Hold
0
544
2019
Q2
Hold
0
512
2019
Q1
Hold
0
445
2016
Q4
Sell
-16,339
Closed -$1.37M 248
2016
Q3
$1.37M Buy
+16,339
New +$1.37M 0.02% 206