Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.34M Buy
162,698
+67,669
+71% +$3.47M 0.05% 290
2025
Q1
$3.4M Buy
95,029
+87,869
+1,227% +$3.15M 0.03% 439
2024
Q4
$353K Buy
+7,160
New +$353K ﹤0.01% 966
2022
Q3
Sell
-64,620
Closed -$1.57M 848
2022
Q2
$1.57M Sell
64,620
-17
-0% -$414 0.05% 234
2022
Q1
$1.85M Sell
64,637
-114
-0.2% -$3.27K 0.04% 220
2021
Q4
$1.6M Sell
64,751
-4,222
-6% -$105K 0.04% 226
2021
Q3
$1.1M Buy
68,973
+4,353
+7% +$69.5K 0.03% 282
2021
Q2
$1.14M Hold
64,620
0.03% 235
2021
Q1
$1.49M Buy
+64,620
New +$1.49M 0.06% 167