Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Buy
11,730
+9,710
+481% +$906K 0.75% 34
2025
Q1
$147K Buy
2,020
+1,900
+1,583% +$138K 0.14% 98
2024
Q4
$7.24K Buy
+120
New +$7.24K 0.01% 174
2024
Q2
Sell
-3,500
Closed -$269K 118
2024
Q1
$269K Hold
3,500
0.27% 82
2023
Q4
$215K Buy
+3,500
New +$215K 0.23% 86
2023
Q3
Sell
-1,000
Closed -$43.2K 207
2023
Q2
$43.2K Buy
+1,000
New +$43.2K 0.04% 170