Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Sell
2,000
-5,000
-71% -$673K 0.11% 61
2025
Q1
$720K Buy
+7,000
New +$720K 0.34% 34
2021
Q3
Sell
-900
Closed -$104K 99
2021
Q2
$104K Buy
+900
New +$104K 0.03% 96
2021
Q1
Sell
-600
Closed -$57K 142
2020
Q4
$57K Hold
600
0.02% 101
2020
Q3
$55K Hold
600
0.02% 98
2020
Q2
$52K Hold
600
0.04% 68
2020
Q1
$39K Buy
+600
New +$39K 0.04% 74