Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.93M Buy
27,000
+2,939
+12% +$210K 0.21% 84
2025
Q1
$1.54M Sell
24,061
-1,515
-6% -$96.8K 0.18% 91
2024
Q4
$1.95M Sell
25,576
-596
-2% -$45.3K 0.23% 84
2024
Q3
$2.32M Buy
+26,172
New +$2.32M 0.51% 59
2023
Q4
Sell
-215
Closed -$20.6K 204
2023
Q3
$20.6K Hold
215
0.01% 214
2023
Q2
$23.7K Hold
215
0.01% 214
2023
Q1
$26.4K Buy
215
+65
+43% +$7.97K 0.01% 202
2022
Q4
$17.6K Buy
+150
New +$17.6K ﹤0.01% 226
2020
Q4
Sell
-13
Closed -$2K 309
2020
Q3
$2K Buy
+13
New +$2K ﹤0.01% 270