Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Buy
+4,000
New +$1.12M 0.17% 53
2025
Q1
Sell
-4,500
Closed -$1.17M 55
2024
Q4
$1.17M Buy
+4,500
New +$1.17M 0.2% 38
2023
Q3
Sell
-9,200
Closed -$2.04M 68
2023
Q2
$2.04M Buy
9,200
+600
+7% +$133K 0.71% 27
2023
Q1
$2.08M Buy
+8,600
New +$2.08M 0.71% 24
2021
Q4
Sell
-24,628
Closed -$5.24M 53
2021
Q3
$5.24M Buy
24,628
+20,628
+516% +$4.39M 2.02% 18
2021
Q2
$975K Buy
+4,000
New +$975K 0.43% 27
2021
Q1
Sell
-100
Closed -$22K 47
2020
Q4
$22K Buy
+100
New +$22K 0.01% 60