Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.72M Buy
8,300
+200
+2% +$65.6K 0.02% 490
2025
Q1
$2.16M Buy
8,100
+1,000
+14% +$267K 0.02% 525
2024
Q4
$1.69M Sell
7,100
-800
-10% -$190K 0.01% 550
2024
Q3
$2.07M Sell
7,900
-2,300
-23% -$601K 0.02% 534
2024
Q2
$2.28M Buy
+10,200
New +$2.28M 0.02% 510
2023
Q3
Sell
-17,200
Closed -$3.04M 555
2023
Q2
$3.04M Buy
+17,200
New +$3.04M 0.03% 467
2023
Q1
Sell
-23,800
Closed -$3.66M 540
2022
Q4
$3.66M Buy
23,800
+19,400
+441% +$2.98M 0.04% 444
2022
Q3
$634K Sell
4,400
-2,800
-39% -$403K 0.01% 542
2022
Q2
$944K Buy
7,200
+6,300
+700% +$826K 0.01% 532
2022
Q1
$138K Buy
+900
New +$138K ﹤0.01% 565