Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$466K Buy
+6,097
New +$466K ﹤0.01% 1346
2019
Q3
Hold
0
2158
2019
Q2
Sell
-3,875
Closed -$146K 2175
2019
Q1
$146K Sell
3,875
-236
-6% -$8.89K ﹤0.01% 1734
2018
Q4
$170K Sell
4,111
-227
-5% -$9.39K ﹤0.01% 1669
2018
Q3
$185K Buy
4,338
+749
+21% +$31.9K ﹤0.01% 1729
2018
Q2
$185K Sell
3,589
-15,811
-82% -$815K ﹤0.01% 1763
2018
Q1
$952K Buy
19,400
+5,900
+44% +$290K ﹤0.01% 886
2017
Q4
$476K Buy
+13,500
New +$476K ﹤0.01% 1332