Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$237K Buy
+675
New +$237K 0.01% 440
2020
Q1
Sell
-15,000
Closed -$3.86M 14
2019
Q4
$3.86M Hold
15,000
0.22% 75
2019
Q3
$3.32M Buy
15,000
+9,000
+150% +$1.99M 0.26% 73
2019
Q2
$1.23M Buy
+6,000
New +$1.23M 0.07% 153