Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-53,484
Closed -$4.88M 252
2025
Q1
$4.88M Buy
53,484
+19,027
+55% +$1.73M 0.54% 58
2024
Q4
$3.97M Sell
34,457
-2,966
-8% -$342K 0.37% 79
2024
Q3
$4.44M Buy
37,423
+3,523
+10% +$418K 0.26% 91
2024
Q2
$4.68M Buy
+33,900
New +$4.68M 0.38% 51
2020
Q2
Sell
-55
Closed -$1K 241
2020
Q1
$1K Hold
55
﹤0.01% 512
2019
Q4
$1K Buy
+55
New +$1K ﹤0.01% 572