Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.94M Buy
46,454
+8,100
+21% +$338K 1.53% 26
2025
Q1
$1.62M Buy
38,354
+700
+2% +$29.5K 1.35% 24
2024
Q4
$1.83M Buy
37,654
+3,300
+10% +$160K 1.2% 29
2024
Q3
$2.27M Buy
+34,354
New +$2.27M 1.5% 22
2023
Q3
Sell
-2,604
Closed -$272K 79
2023
Q2
$272K Hold
2,604
0.2% 72
2023
Q1
$318K Hold
2,604
0.24% 66
2022
Q4
$325K Hold
2,604
0.25% 65
2022
Q3
$275K Buy
+2,604
New +$275K 0.24% 68
2020
Q1
Sell
-125
Closed -$12K 387
2019
Q4
$12K Buy
125
+117
+1,463% +$11.2K 0.01% 294
2019
Q3
$1K Buy
+8
New +$1K ﹤0.01% 372