Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Buy
1,976
+45
+2% +$25.9K 0.02% 329
2025
Q1
$1.09M Buy
1,931
+31
+2% +$17.5K 0.02% 304
2024
Q4
$1.14M Buy
1,900
+815
+75% +$489K 0.02% 280
2024
Q3
$632K Buy
1,085
+373
+52% +$217K 0.01% 357
2024
Q2
$343K Buy
+712
New +$343K 0.01% 429
2020
Q3
Sell
-49
Closed -$16K 661
2020
Q2
$16K Buy
49
+19
+63% +$6.2K ﹤0.01% 667
2020
Q1
$9K Buy
+30
New +$9K ﹤0.01% 774