Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.07M Buy
+24,384
New +$1.07M ﹤0.01% 351
2025
Q1
Hold
0
930
2024
Q4
Sell
-12,906
Closed -$375K 956
2024
Q3
$375K Sell
12,906
-10,094
-44% -$293K ﹤0.01% 410
2024
Q2
$864K Sell
23,000
-33,092
-59% -$1.24M ﹤0.01% 359
2024
Q1
$2.48M Buy
56,092
+44,955
+404% +$1.99M ﹤0.01% 109
2023
Q4
$385K Buy
+11,137
New +$385K ﹤0.01% 243
2021
Q4
Hold
0
384
2021
Q3
Hold
0
379
2021
Q1
Hold
0
346
2020
Q4
Hold
0
309