Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.23M Buy
+15,742
New +$3.23M 1.18% 17
2025
Q1
Hold
0
15
2024
Q4
Hold
0
91
2021
Q2
Sell
-17,100
Closed -$2.09M 31
2021
Q1
$2.09M Buy
+17,100
New +$2.09M 1.65% 11
2020
Q4
Hold
0
16
2020
Q3
Hold
0
15
2020
Q2
Sell
-4,800
Closed -$305K 14
2020
Q1
$305K Buy
+4,800
New +$305K 0.45% 14
2019
Q4
Sell
-428
Closed -$24K 60
2019
Q3
$24K Buy
+428
New +$24K ﹤0.01% 66
2019
Q2
Hold
0
68
2019
Q1
Hold
0
79