Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.24M Buy
83,667
+17,753
+27% +$1.32M 0.14% 88
2025
Q1
$4.15M Buy
65,914
+22,817
+53% +$1.44M 0.1% 111
2024
Q4
$2.45M Buy
+43,097
New +$2.45M 0.06% 138
2024
Q1
Sell
-25,356
Closed -$1.22M 307
2023
Q4
$1.22M Hold
25,356
0.05% 179
2023
Q3
$1.3M Buy
25,356
+5,953
+31% +$305K 0.06% 144
2023
Q2
$1.11M Buy
+19,403
New +$1.11M 0.05% 166
2023
Q1
Sell
-34,400
Closed -$2.02M 399
2022
Q4
$2.02M Buy
+34,400
New +$2.02M 0.12% 72
2022
Q2
Sell
-3,583
Closed -$206K 478
2022
Q1
$206K Buy
3,583
+892
+33% +$51.3K 0.01% 360
2021
Q4
$127K Sell
2,691
-2,118
-44% -$100K 0.01% 377
2021
Q3
$202K Buy
+4,809
New +$202K 0.01% 260