Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.16M Sell
44,423
-341
-0.8% -$24.2K 1.1% 32
2025
Q1
$2.86M Buy
+44,764
New +$2.86M 0.99% 37
2021
Q3
Sell
-1,600
Closed -$248K 115
2021
Q2
$248K Hold
1,600
0.06% 96
2021
Q1
$213K Buy
1,600
+100
+7% +$13.3K 0.06% 94
2020
Q4
$212K Buy
+1,500
New +$212K 0.05% 106