Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.53M Buy
195,787
+13,321
+7% +$172K ﹤0.01% 1349
2025
Q1
$2.39M Buy
182,466
+35,845
+24% +$469K ﹤0.01% 1310
2024
Q4
$2.06M Buy
146,621
+95,765
+188% +$1.35M ﹤0.01% 1310
2024
Q3
$579K Buy
+50,856
New +$579K ﹤0.01% 1731
2022
Q3
Sell
-140,550
Closed -$1.66M 2933
2022
Q2
$1.66M Buy
140,550
+97,136
+224% +$1.15M ﹤0.01% 1664
2022
Q1
$651K Buy
+43,414
New +$651K ﹤0.01% 2012
2021
Q3
Sell
-30,091
Closed -$568K 2702
2021
Q2
$568K Buy
+30,091
New +$568K ﹤0.01% 1623
2020
Q2
Sell
-44,603
Closed -$532K 1813
2020
Q1
$532K Buy
+44,603
New +$532K 0.01% 955