Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.6M Buy
86,588
+848
+1% +$104K 4.36% 5
2025
Q1
$7.82M Buy
85,740
+5,917
+7% +$539K 3.82% 5
2024
Q4
$9.2M Sell
79,823
-595
-0.7% -$68.6K 4.36% 3
2024
Q3
$9.53M Buy
80,418
+39,667
+97% +$4.7M 4.9% 3
2024
Q2
$5.62M Buy
40,751
+40,736
+271,573% +$5.62M 3.03% 11
2024
Q1
$1.71K Hold
15
﹤0.01% 156
2023
Q4
$1.15K Hold
15
﹤0.01% 145
2023
Q3
$1.03K Hold
15
﹤0.01% 141
2023
Q2
$812 Hold
15
﹤0.01% 151
2023
Q1
$603 Hold
15
﹤0.01% 161
2022
Q4
$1K Hold
15
﹤0.01% 142
2022
Q3
$1K Buy
+15
New +$1K ﹤0.01% 173