Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,500
Closed -$579K 201
2025
Q1
$579K Buy
+5,500
New +$579K 0.11% 135
2022
Q2
Sell
-2,000
Closed -$302K 288
2022
Q1
$302K Buy
+2,000
New +$302K 0.05% 201
2020
Q2
Sell
-2,000
Closed -$245K 209
2020
Q1
$245K Buy
+2,000
New +$245K 0.14% 104
2018
Q3
Sell
-5,000
Closed -$252K 205
2018
Q2
$252K Buy
+5,000
New +$252K 0.07% 165