Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.1M Buy
8,830
+1,280
+17% +$450K 1.31% 9
2025
Q1
$2.39M Buy
7,550
+1,513
+25% +$479K 1.46% 11
2024
Q4
$2.04M Buy
6,037
+2,659
+79% +$897K 1.05% 27
2024
Q3
$1.08M Sell
3,378
-1,000
-23% -$319K 0.52% 57
2024
Q2
$1.41M Buy
4,378
+1,373
+46% +$441K 0.95% 27
2024
Q1
$1.04K Buy
+3,005
New +$1.04K 0.63% 38
2018
Q3
Sell
-8
Closed -$1K 735
2018
Q2
$1K Buy
+8
New +$1K ﹤0.01% 768