Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.42M Buy
43,432
+33,806
+351% +$6.55M 0.05% 233
2025
Q1
$1.13M Buy
9,626
+177
+2% +$20.8K 0.01% 600
2024
Q4
$1.3M Sell
9,449
-23
-0.2% -$3.17K 0.01% 565
2024
Q3
$1.12M Buy
9,472
+2,670
+39% +$317K 0.01% 616
2024
Q2
$585K Buy
6,802
+726
+12% +$62.4K ﹤0.01% 793
2024
Q1
$423K Buy
6,076
+849
+16% +$59.1K ﹤0.01% 917
2023
Q4
$201K Buy
+5,227
New +$201K ﹤0.01% 1131
2020
Q2
Sell
-12,151
Closed -$194K 1063
2020
Q1
$194K Buy
+12,151
New +$194K ﹤0.01% 877