Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.77M Buy
+25,171
New +$1.77M 0.04% 140
2025
Q1
Sell
-32,400
Closed -$2.03M 624
2024
Q4
$2.03M Sell
32,400
-3,450
-10% -$216K 0.07% 102
2024
Q3
$2.36M Sell
35,850
-3,150
-8% -$208K 0.07% 101
2024
Q2
$2.82M Buy
+39,000
New +$2.82M 0.11% 80
2023
Q4
Sell
-52,001
Closed -$3.35M 367
2023
Q3
$3.35M Buy
52,001
+19,000
+58% +$1.22M 0.07% 35
2023
Q2
$1.99M Buy
33,001
+29,318
+796% +$1.77M 0.05% 63
2023
Q1
$212K Buy
+3,683
New +$212K ﹤0.01% 200
2022
Q4
Hold
0
255
2022
Q3
Hold
0
223