Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.4M Buy
148,875
+47,526
+47% +$2.04M 0.77% 23
2025
Q1
$2.24M Sell
101,349
-11,206
-10% -$247K 0.25% 95
2024
Q4
$4.7M Buy
112,555
+109,556
+3,653% +$4.58M 0.47% 36
2024
Q3
$26.2K Buy
+2,999
New +$26.2K ﹤0.01% 906
2024
Q2
Sell
-19,248
Closed -$192K 1360
2024
Q1
$192K Buy
+19,248
New +$192K 0.05% 380