Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Buy
+637
New +$227K 0.29% 96
2020
Q1
Sell
-5,700
Closed -$1.19M 394
2019
Q4
$1.19M Sell
5,700
-9,446
-62% -$1.97M 0.01% 402
2019
Q3
$2.93M Buy
+15,146
New +$2.93M 0.04% 211
2019
Q1
Sell
-9,571
Closed -$1.39M 472
2018
Q4
$1.39M Buy
9,571
+2,993
+46% +$435K 0.01% 253
2018
Q3
$1.01M Buy
6,578
+6,304
+2,301% +$970K 0.01% 307
2018
Q2
$38K Buy
+274
New +$38K ﹤0.01% 302