Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.8K Buy
+1,094
New +$26.8K ﹤0.01% 983
2019
Q4
Sell
-368,345
Closed -$7.19M 328
2019
Q3
$7.19M Sell
368,345
-3,210
-0.9% -$62.7K 1.29% 20
2019
Q2
$7.09M Buy
371,555
+28,478
+8% +$544K 1.31% 17
2019
Q1
$6.67M Sell
343,077
-3,803
-1% -$73.9K 1.25% 26
2018
Q4
$7.93M Buy
346,880
+3,957
+1% +$90.5K 1.61% 9
2018
Q3
$8.73M Buy
342,923
+4,202
+1% +$107K 1.53% 6
2018
Q2
$7.69M Buy
338,721
+19,339
+6% +$439K 1.45% 7
2018
Q1
$7M Buy
+319,382
New +$7M 1.5% 7