Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$701K Buy
8,717
+173
+2% +$13.9K 0.02% 594
2025
Q1
$686K Buy
8,544
+601
+8% +$48.3K 0.03% 537
2024
Q4
$650K Buy
+7,943
New +$650K 0.02% 554
2019
Q1
Sell
-758
Closed -$31K 1140
2018
Q4
$31K Sell
758
-10,508
-93% -$430K 0.01% 780
2018
Q3
$526K Buy
+11,266
New +$526K 0.25% 113
2018
Q1
$579K Sell
12,616
-1,078
-8% -$49.5K 0.27% 104
2017
Q4
$692K Buy
+13,694
New +$692K 0.32% 80