Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.04M Buy
17,843
+5,915
+50% +$1.34M 1.3% 21
2025
Q1
$1.98M Buy
11,928
+2,943
+33% +$489K 0.77% 35
2024
Q4
$1.77M Buy
8,985
+409
+5% +$80.8K 0.69% 36
2024
Q3
$1.49M Buy
8,576
+7,176
+513% +$1.25M 0.61% 44
2024
Q2
$243K Buy
+1,400
New +$243K 0.1% 148
2021
Q1
Sell
-200
Closed -$22K 418
2020
Q4
$22K Buy
+200
New +$22K 0.01% 306