Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$533K Buy
1,679
+8
+0.5% +$2.54K 0.05% 62
2025
Q1
$433K Buy
1,671
+1,095
+190% +$284K 0.05% 67
2024
Q4
$233K Buy
+576
New +$233K 0.02% 82
2024
Q1
Sell
-3,279
Closed -$815K 96
2023
Q4
$815K Buy
+3,279
New +$815K 0.09% 50
2022
Q2
Sell
-3,267
Closed -$1.17M 95
2022
Q1
$1.17M Buy
3,267
+57
+2% +$20.5K 0.13% 54
2021
Q4
$1.13M Buy
+3,210
New +$1.13M 0.12% 51
2020
Q4
Sell
-1,965
Closed -$281K 94
2020
Q3
$281K Buy
+1,965
New +$281K 0.04% 77