Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.38M Hold
7,834
0.08% 134
2024
Q4
$1.47M Hold
7,834
0.08% 101
2024
Q3
$1.5M Buy
+7,834
New +$1.5M 0.07% 94
2019
Q3
Sell
-7,463
Closed -$748K 235
2019
Q2
$748K Buy
7,463
+104
+1% +$10.4K 0.02% 204
2019
Q1
$690K Sell
7,359
-2,455
-25% -$230K 0.02% 207
2018
Q4
$696K Buy
+9,814
New +$696K 0.02% 254