Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.19M Buy
+285,052
New +$3.19M 1.13% 16
2023
Q2
Sell
-15,000
Closed -$129K 72
2023
Q1
$129K Sell
15,000
-21,757
-59% -$187K 0.02% 28
2022
Q4
$156K Buy
36,757
+21,650
+143% +$91.8K 0.02% 36
2022
Q3
$88K Buy
+15,107
New +$88K 0.03% 49