Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.96M Buy
74,521
+16,047
+27% +$423K 0.24% 141
2024
Q4
$1.5M Sell
58,474
-16,233
-22% -$416K 0.17% 187
2024
Q3
$1.53M Hold
74,707
0.17% 198
2024
Q2
$1.25M Buy
74,707
+16,102
+27% +$270K 0.16% 192
2024
Q1
$948K Buy
58,605
+8,205
+16% +$133K 0.12% 219
2023
Q4
$757K Hold
50,400
0.1% 233
2023
Q3
$974K Hold
50,400
0.14% 208
2023
Q2
$856K Hold
50,400
0.11% 233
2023
Q1
$967K Buy
50,400
+4,500
+10% +$86.3K 0.12% 228
2022
Q4
$673K Buy
45,900
+11,200
+32% +$164K 0.08% 259
2022
Q3
$490K Buy
34,700
+13,800
+66% +$195K 0.07% 275
2022
Q2
$353K Buy
20,900
+7,800
+60% +$132K 0.04% 323
2022
Q1
$248K Buy
+13,100
New +$248K 0.03% 371