Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.79M Sell
104,922
-358
-0.3% -$33.4K 4.02% 6
2025
Q1
$7.67M Buy
+105,280
New +$7.67M 3.75% 6
2022
Q2
Sell
-138
Closed -$5K 189
2022
Q1
$5K Sell
138
-63,856
-100% -$2.31M ﹤0.01% 152
2021
Q4
$2.68M Buy
+63,994
New +$2.68M 1.51% 22