Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Buy
13,489
+9,965
+283% +$930K 0.04% 131
2025
Q1
$257K Buy
+3,524
New +$257K 0.01% 384
2024
Q4
Sell
-3,363
Closed -$253K 555
2024
Q3
$253K Buy
+3,363
New +$253K 0.01% 382
2023
Q2
Sell
-15,250
Closed -$483K 267
2023
Q1
$483K Buy
+15,250
New +$483K 0.05% 107
2022
Q2
Sell
-7,500
Closed -$268K 210
2022
Q1
$268K Sell
7,500
-4,000
-35% -$143K 0.03% 112
2021
Q4
$482K Buy
+11,500
New +$482K 0.05% 73