Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.15M Buy
+13,600
New +$2.15M 0.89% 6
2025
Q1
Sell
-2,300
Closed -$309K 43
2024
Q4
$309K Buy
+2,300
New +$309K 0.18% 31
2018
Q4
Hold
0
294
2018
Q3
Hold
0
302