Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$757K Buy
+8,810
New +$757K 0.09% 277
2018
Q4
Sell
-5,973
Closed -$277K 1371
2018
Q3
$277K Buy
+5,973
New +$277K ﹤0.01% 576
2018
Q1
Sell
-10,372
Closed -$469K 1323
2017
Q4
$469K Buy
10,372
+3,754
+57% +$170K 0.01% 269
2017
Q3
$273K Buy
6,618
+759
+13% +$31.3K 0.02% 398
2017
Q2
$213K Buy
+5,859
New +$213K 0.04% 532