Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-26,386
Closed -$6.16M 19
2025
Q1
$6.16M Buy
26,386
+12,111
+85% +$2.83M 2.54% 14
2024
Q4
$3.68M Buy
+14,275
New +$3.68M 1.85% 15
2020
Q2
Sell
-30,000
Closed -$3.91M 31
2020
Q1
$3.91M Buy
30,000
+10,000
+50% +$1.3M 2.4% 20
2019
Q4
$3.29M Hold
20,000
1.97% 13
2019
Q3
$3.4M Buy
+20,000
New +$3.4M 1.44% 19