Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36M Buy
373,168
+19,515
+6% +$71.2K ﹤0.01% 2795
2025
Q1
$941K Buy
353,653
+54,859
+18% +$146K ﹤0.01% 2862
2024
Q4
$1.21M Buy
298,794
+5,377
+2% +$21.8K ﹤0.01% 2842
2024
Q3
$1.21M Sell
293,417
-7,838
-3% -$32.4K ﹤0.01% 2860
2024
Q2
$738K Buy
301,255
+12,280
+4% +$30.1K ﹤0.01% 3034
2024
Q1
$725K Hold
288,975
﹤0.01% 2892
2023
Q4
$1.03M Hold
288,975
﹤0.01% 2818
2023
Q3
$977K Buy
288,975
+96,355
+50% +$326K ﹤0.01% 2807
2023
Q2
$770K Buy
192,620
+9,849
+5% +$39.4K ﹤0.01% 2860
2023
Q1
$1.42M Hold
182,771
﹤0.01% 2617
2022
Q4
$817K Buy
182,771
+4,719
+3% +$21.1K ﹤0.01% 2841
2022
Q3
$1.41M Buy
178,052
+76
+0% +$601 ﹤0.01% 2691
2022
Q2
$1.07M Buy
177,976
+149,783
+531% +$901K ﹤0.01% 2766
2022
Q1
$363K Buy
28,193
+1,147
+4% +$14.8K ﹤0.01% 3168
2021
Q4
$269K Hold
27,046
﹤0.01% 3301
2021
Q3
$221K Buy
+27,046
New +$221K ﹤0.01% 3309