Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.26M Buy
+54,267
New +$6.26M 2.2% 22
2023
Q4
Sell
-41,472
Closed -$2.26M 71
2023
Q3
$2.26M Buy
+41,472
New +$2.26M 1.39% 25
2021
Q2
Sell
-420
Closed -$46K 159
2021
Q1
$46K Hold
420
0.02% 105
2020
Q4
$48K Hold
420
0.02% 108
2020
Q3
$43K Hold
420
0.02% 107
2020
Q2
$40K Hold
420
0.02% 105
2020
Q1
$18K Buy
420
+70
+20% +$3K 0.02% 124
2019
Q4
$14K Buy
+350
New +$14K 0.01% 159