Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.05M Buy
39,938
+6,918
+21% +$1.57M 0.07% 195
2025
Q1
$5.48M Buy
33,020
+8,767
+36% +$1.46M 0.06% 259
2024
Q4
$4.8M Buy
24,253
+19,747
+438% +$3.91M 0.05% 270
2024
Q3
$783K Buy
4,506
+2,273
+102% +$395K 0.01% 450
2024
Q2
$388K Buy
2,233
+459
+26% +$79.8K 0.01% 551
2024
Q1
$241K Buy
+1,774
New +$241K ﹤0.01% 684
2022
Q1
Sell
-34,943
Closed -$4.2M 721
2021
Q4
$4.2M Buy
34,943
+5,248
+18% +$631K 0.13% 97
2021
Q3
$3.32M Buy
+29,695
New +$3.32M 0.09% 103