Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$677K Hold
130,700
0.14% 71
2025
Q1
$689K Buy
+130,700
New +$689K 0.14% 70
2020
Q4
Sell
-10,427
Closed -$41K 309
2020
Q3
$41K Buy
+10,427
New +$41K 0.02% 235
2019
Q4
Sell
-91,100
Closed -$461K 207
2019
Q3
$461K Buy
91,100
+28,000
+44% +$142K 0.26% 53
2019
Q2
$316K Buy
63,100
+10,869
+21% +$54.4K 0.18% 58
2019
Q1
$298K Buy
+52,231
New +$298K 0.17% 59