Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.27M Buy
+38,500
New +$3.27M 0.04% 84
2025
Q1
Sell
-8,160
Closed -$571K 981
2024
Q4
$571K Buy
+8,160
New +$571K 0.01% 278
2024
Q3
Sell
-4,200
Closed -$487K 787
2024
Q2
$487K Buy
+4,200
New +$487K 0.01% 213
2023
Q4
Sell
-5,000
Closed -$477K 786
2023
Q3
$477K Buy
+5,000
New +$477K 0.01% 219
2018
Q4
Hold
0
318
2018
Q3
Hold
0
343