Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
3,450
+2,491
+260% +$875K 0.04% 459
2025
Q1
$304K Buy
+959
New +$304K 0.01% 814
2019
Q1
Sell
-90
Closed -$12K 474
2018
Q4
$12K Buy
+90
New +$12K 0.01% 1067
2018
Q1
$16K Hold
100
0.01% 938
2017
Q4
$15K Buy
+100
New +$15K 0.01% 939