Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.52M Hold
11,520
﹤0.01% 610
2025
Q1
$1.21M Hold
11,520
﹤0.01% 628
2024
Q4
$1.25M Hold
11,520
﹤0.01% 616
2024
Q3
$1.23M Hold
11,520
﹤0.01% 615
2024
Q2
$1.14M Buy
11,520
+3,013
+35% +$298K ﹤0.01% 632
2024
Q1
$787K Buy
8,507
+2,267
+36% +$210K ﹤0.01% 704
2023
Q4
$471K Sell
6,240
-740
-11% -$55.9K ﹤0.01% 737
2023
Q3
$423K Buy
6,980
+3,338
+92% +$202K ﹤0.01% 741
2023
Q2
$263K Buy
3,642
+3,082
+550% +$222K ﹤0.01% 829
2023
Q1
$31.1K Buy
+560
New +$31.1K ﹤0.01% 1025
2018
Q2
Sell
-61
Closed -$4K 944
2018
Q1
$4K Buy
+61
New +$4K ﹤0.01% 1103