Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.52M Buy
269,799
+509
+0.2% +$4.76K 0.05% 254
2025
Q1
$2.91M Buy
269,290
+157,130
+140% +$1.7M 0.06% 229
2024
Q4
$1.56M Buy
112,160
+92,160
+461% +$1.29M 0.03% 318
2024
Q3
$317K Buy
+20,000
New +$317K 0.01% 588
2023
Q1
Sell
-426,683
Closed -$3.99M 2033
2022
Q4
$3.99M Buy
426,683
+28,951
+7% +$270K 0.11% 164
2022
Q3
$3.93M Buy
397,732
+62,030
+18% +$612K 0.12% 155
2022
Q2
$5.37M Buy
335,702
+312,240
+1,331% +$5M 0.15% 141
2022
Q1
$536K Buy
+23,462
New +$536K 0.01% 520