Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.39M Buy
9,103
+628
+7% +$95.6K 0.64% 23
2025
Q1
$1.24M Buy
8,475
+2,934
+53% +$431K 0.63% 25
2024
Q4
$715K Buy
5,541
+4,577
+475% +$591K 0.34% 25
2024
Q3
$132K Buy
+964
New +$132K 0.06% 41
2022
Q1
Sell
-97
Closed -$14K 158
2021
Q4
$14K Hold
97
0.01% 110
2021
Q3
$14K Buy
97
+1
+1% +$144 0.01% 100
2021
Q2
$16K Buy
96
+2
+2% +$333 0.01% 99
2021
Q1
$15K Sell
94
-81
-46% -$12.9K 0.01% 103
2020
Q4
$26K Buy
+175
New +$26K 0.02% 80