Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.87M Buy
64,171
+10,121
+19% +$1.24M 3.37% 14
2025
Q1
$4.93M Buy
+54,050
New +$4.93M 2.63% 17
2022
Q2
Sell
-7,000
Closed -$351K 198
2022
Q1
$351K Buy
7,000
+3,000
+75% +$150K 0.12% 142
2021
Q4
$225K Sell
4,000
-3,892
-49% -$219K 0.07% 192
2021
Q3
$416K Hold
7,892
0.16% 150
2021
Q2
$399K Buy
7,892
+2,959
+60% +$150K 0.23% 126
2021
Q1
$220K Buy
+4,933
New +$220K 0.13% 183