Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.51M Buy
49,463
+13,983
+39% +$993K 1.81% 13
2025
Q1
$2.25M Buy
35,480
+16,679
+89% +$1.06M 1.2% 22
2024
Q4
$1.42M Buy
+18,801
New +$1.42M 0.82% 43
2022
Q4
Sell
-6,122
Closed -$509K 68
2022
Q3
$509K Buy
6,122
+754
+14% +$62.7K 0.42% 56
2022
Q2
$549K Buy
5,368
+1,414
+36% +$145K 0.44% 54
2022
Q1
$532K Buy
3,954
+3,918
+10,883% +$527K 0.39% 48
2021
Q4
$6K Buy
+36
New +$6K ﹤0.01% 142