Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.95M Buy
67,368
+1,231
+2% +$35.6K 0.79% 57
2025
Q1
$1.83M Buy
66,137
+2,190
+3% +$60.7K 0.84% 56
2024
Q4
$1.46M Buy
+63,947
New +$1.46M 0.62% 76
2021
Q1
Sell
-86,341
Closed -$1.88M 86
2020
Q4
$1.88M Buy
86,341
+1,163
+1% +$25.3K 1.18% 39
2020
Q3
$1.83M Buy
85,178
+3,530
+4% +$76K 1.3% 32
2020
Q2
$1.86M Buy
81,648
+2,800
+4% +$63.9K 1.58% 31
2020
Q1
$1.74M Buy
+78,848
New +$1.74M 1.61% 29
2018
Q2
Sell
-8,839
Closed -$238K 98
2018
Q1
$238K Hold
8,839
0.23% 64
2017
Q4
$260K Buy
+8,839
New +$260K 0.23% 70