Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$158K Buy
21,777
+11,340
+109% +$82.1K 0.01% 773
2025
Q1
$68.8K Buy
+10,437
New +$68.8K ﹤0.01% 605
2017
Q1
Sell
-194,288
Closed -$827K 335
2016
Q4
$827K Buy
+194,288
New +$827K 0.62% 28