Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
34,485
+690
+2% +$21.1K 0.09% 240
2025
Q1
$1.14M Buy
+33,795
New +$1.14M 0.14% 195
2024
Q4
Sell
-16,985
Closed -$564K 621
2024
Q3
$564K Buy
+16,985
New +$564K 0.06% 305
2021
Q2
Hold
0
315
2021
Q1
Hold
0
393
2019
Q2
Sell
-17,315
Closed -$363K 597
2019
Q1
$363K Buy
+17,315
New +$363K 0.03% 389