Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Buy
+5,300
New +$1.3M 0.56% 44
2024
Q2
Sell
-3,100
Closed -$1.07M 86
2024
Q1
$1.07M Buy
3,100
+900
+41% +$312K 0.52% 64
2023
Q4
$1.01M Sell
2,200
-200
-8% -$91.5K 0.59% 27
2023
Q3
$1.17M Hold
2,400
0.58% 19
2023
Q2
$1.07M Buy
+2,400
New +$1.07M 0.5% 43
2020
Q2
Sell
-2,900
Closed -$910K 85
2020
Q1
$910K Buy
+2,900
New +$910K 0.62% 13
2017
Q2
Sell
-5,300
Closed -$1.09M 83
2017
Q1
$1.09M Buy
+5,300
New +$1.09M 0.66% 34