Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.61M Buy
+8,386
New +$1.61M 0.01% 372
2019
Q4
Sell
-6,665
Closed -$458K 604
2019
Q3
$458K Buy
6,665
+1,335
+25% +$91.7K 0.01% 353
2019
Q2
$340K Buy
+5,330
New +$340K 0.01% 341
2014
Q3
Sell
-8,000
Closed -$585K 168
2014
Q2
$585K Buy
+8,000
New +$585K 0.01% 94
2014
Q1
Hold
0
178