Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.36M Buy
10,434
+6,674
+178% +$1.51M 0.16% 106
2025
Q1
$624K Sell
3,760
-95
-2% -$15.8K 0.04% 182
2024
Q4
$761K Buy
3,855
+456
+13% +$90K 0.05% 171
2024
Q3
$590K Buy
3,399
+1,399
+70% +$243K 0.04% 190
2024
Q2
$348K Hold
2,000
0.03% 212
2024
Q1
$272K Hold
2,000
0.02% 230
2023
Q4
$208K Buy
+2,000
New +$208K 0.02% 247
2023
Q3
Sell
-2,000
Closed -$202K 261
2023
Q2
$202K Buy
+2,000
New +$202K 0.02% 252
2022
Q2
Sell
-2,300
Closed -$240K 286
2022
Q1
$240K Hold
2,300
0.02% 265
2021
Q4
$277K Hold
2,300
0.02% 254
2021
Q3
$257K Hold
2,300
0.02% 252
2021
Q2
$276K Buy
+2,300
New +$276K 0.02% 248