Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.15M Buy
12,614
+1,685
+15% +$154K 0.08% 45
2025
Q1
$796K Buy
10,929
+4,185
+62% +$305K 0.07% 47
2024
Q4
$410K Buy
6,744
+885
+15% +$53.8K 0.03% 70
2024
Q3
$444K Buy
5,859
+3,036
+108% +$230K 0.04% 44
2024
Q2
$205K Buy
2,823
+2,411
+585% +$175K 0.02% 57
2024
Q1
$31.7K Buy
+412
New +$31.7K ﹤0.01% 108
2023
Q1
Sell
-284
Closed -$7K 130
2022
Q4
$7K Buy
+284
New +$7K ﹤0.01% 53
2020
Q4
Sell
-4,200
Closed -$153K 32
2020
Q3
$153K Hold
4,200
0.09% 13
2020
Q2
$124K Buy
+4,200
New +$124K 0.09% 13