Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.48M Sell
15,907
-6,405
-29% -$598K 0.51% 57
2025
Q1
$1.35M Hold
22,312
0.45% 60
2024
Q4
$1.35M Sell
22,312
-4,545
-17% -$274K 0.45% 60
2024
Q3
$2.02M Buy
26,857
+8,025
+43% +$603K 0.55% 60
2024
Q2
$1.37M Buy
+18,832
New +$1.37M 0.68% 39
2020
Q2
Sell
-150
Closed -$4K 730
2020
Q1
$4K Buy
+150
New +$4K ﹤0.01% 634