Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$702K Sell
2,000
-3,000
-60% -$1.05M 0.01% 362
2025
Q1
$1.58M Buy
5,000
+4,000
+400% +$1.27M 0.03% 238
2024
Q4
$337K Buy
+1,000
New +$337K ﹤0.01% 347
2024
Q3
Sell
-6,000
Closed -$1.93M 402
2024
Q2
$1.93M Buy
+6,000
New +$1.93M 0.03% 240
2021
Q1
Sell
-6,544
Closed -$2.38M 657
2020
Q4
$2.38M Buy
+6,544
New +$2.38M 0.03% 320