Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43M Buy
4,497
+913
+25% +$290K 0.35% 51
2025
Q1
$929K Buy
3,584
+982
+38% +$254K 0.26% 59
2024
Q4
$1.05M Sell
2,602
-321
-11% -$130K 0.29% 62
2024
Q3
$765K Buy
+2,923
New +$765K 0.21% 70
2020
Q3
Sell
-13,725
Closed -$988K 65
2020
Q2
$988K Hold
13,725
0.93% 21
2020
Q1
$479K Buy
+13,725
New +$479K 0.59% 29