Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44M Hold
7,000
0.09% 39
2025
Q1
$1.55M Sell
7,000
-2
-0% -$444 0.11% 37
2024
Q4
$1.75M Buy
7,002
+2
+0% +$501 0.13% 37
2024
Q3
$1.63M Buy
+7,000
New +$1.63M 0.11% 40
2021
Q1
Sell
-2,757
Closed -$366K 41
2020
Q4
$366K Buy
+2,757
New +$366K 1.68% 14
2019
Q3
Sell
-12,580
Closed -$622K 34
2019
Q2
$622K Buy
+12,580
New +$622K 0.06% 29
2018
Q4
Sell
-4,440
Closed -$251K 28
2018
Q3
$251K Buy
+4,440
New +$251K 0.04% 21
2018
Q1
Sell
-31,380
Closed -$1.33M 19
2017
Q4
$1.33M Buy
+31,380
New +$1.33M 0.31% 13