Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.56M Buy
+30,761
New +$2.56M 1.01% 37
2020
Q2
Sell
-2,000
Closed -$93K 104
2020
Q1
$93K Hold
2,000
0.16% 65
2019
Q4
$119K Hold
2,000
0.07% 101
2019
Q3
$117K Hold
2,000
0.07% 87
2019
Q2
$103K Hold
2,000
0.06% 102
2019
Q1
$96K Hold
2,000
0.06% 95
2018
Q4
$86K Hold
2,000
0.08% 75
2018
Q3
$81K Hold
2,000
0.06% 101
2018
Q2
$81K Hold
2,000
0.06% 96
2018
Q1
$79K Hold
2,000
0.07% 93
2017
Q4
$81K Buy
+2,000
New +$81K 0.06% 109