Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35M Buy
14,470
+5,360
+59% +$500K 0.3% 73
2025
Q1
$664K Buy
9,110
+9,060
+18,120% +$660K 0.17% 95
2024
Q4
$3.02K Sell
50
-7,020
-99% -$423K ﹤0.01% 284
2024
Q3
$531K Sell
7,070
-8,375
-54% -$629K 0.11% 125
2024
Q2
$1.12M Sell
15,445
-5,850
-27% -$425K 0.27% 78
2024
Q1
$1.64M Buy
+21,295
New +$1.64M 0.42% 62
2021
Q3
Sell
-12,370
Closed -$620K 181
2021
Q2
$620K Sell
12,370
-10,525
-46% -$528K 0.15% 107
2021
Q1
$1.25M Buy
22,895
+11,495
+101% +$627K 0.32% 75
2020
Q4
$581K Buy
+11,400
New +$581K 0.16% 99