Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$340K Buy
1,155
+141
+14% +$41.5K 0.07% 197
2025
Q1
$270K Buy
+1,014
New +$270K 0.06% 218
2019
Q4
Sell
-101
Closed -$14K 298
2019
Q3
$14K Hold
101
0.01% 457
2019
Q2
$15K Hold
101
0.01% 470
2019
Q1
$16K Buy
+101
New +$16K 0.01% 441
2018
Q3
$123K Buy
+619
New +$123K 0.06% 225