Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$972K Buy
+7,500
New +$972K 0.17% 174
2024
Q3
Sell
-3,500
Closed -$553K 919
2024
Q2
$553K Buy
+3,500
New +$553K 0.1% 324
2022
Q3
Sell
-5,500
Closed -$574K 899
2022
Q2
$574K Buy
+5,500
New +$574K 0.02% 436
2020
Q4
Sell
-9,000
Closed -$404K 226
2020
Q3
$404K Buy
+9,000
New +$404K 0.03% 180
2019
Q2
Sell
-12,443
Closed -$726K 319
2019
Q1
$726K Buy
12,443
+3,725
+43% +$217K 0.07% 144
2018
Q4
$452K Buy
8,718
+4,218
+94% +$219K 0.1% 177
2018
Q3
$286K Buy
+4,500
New +$286K 0.11% 210