Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$537K Sell
10,700
-5,300
-33% -$266K 0.01% 319
2025
Q1
$755K Buy
+16,000
New +$755K 0.01% 239
2024
Q4
Hold
0
680
2023
Q1
Hold
0
512
2022
Q4
Hold
0
572
2022
Q3
Hold
0
642
2022
Q2
Hold
0
627
2022
Q1
Hold
0
673
2021
Q4
Hold
0
695
2021
Q3
Hold
0
665
2020
Q2
Sell
-75,000
Closed -$2.88M 417
2020
Q1
$2.88M Buy
+75,000
New +$2.88M 0.16% 25