Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.88M Buy
9,024
+2,241
+33% +$715K 0.05% 346
2025
Q1
$1.44M Sell
6,783
-250
-4% -$53.1K 0.03% 500
2024
Q4
$1.43M Buy
7,033
+4,184
+147% +$851K 0.03% 505
2024
Q3
$250K Buy
2,849
+9
+0.3% +$791 0.01% 939
2024
Q2
$366K Sell
2,840
-9
-0.3% -$1.16K 0.01% 853
2024
Q1
$250K Buy
+2,849
New +$250K 0.01% 937
2022
Q2
Sell
-2,042
Closed -$244K 761
2022
Q1
$244K Buy
+2,042
New +$244K 0.02% 657