Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$243K Hold
4,000
0.06% 106
2025
Q1
$230K Buy
+4,000
New +$230K 0.07% 96
2019
Q4
Sell
-4,000
Closed -$153K 208
2019
Q3
$153K Buy
+4,000
New +$153K 0.11% 105
2018
Q1
Sell
-4,504
Closed -$212K 95
2017
Q4
$212K Buy
+4,504
New +$212K 0.19% 82