Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.48M Buy
6,400
+1,000
+19% +$387K 0.43% 44
2025
Q1
$2.07M Buy
5,400
+4,300
+391% +$1.65M 0.36% 40
2024
Q4
$489K Buy
+1,100
New +$489K 0.12% 81
2023
Q2
Sell
-2,000
Closed -$771K 100
2023
Q1
$771K Sell
2,000
-6,000
-75% -$2.31M 0.29% 53
2022
Q4
$2.69M Sell
8,000
-12,000
-60% -$4.04M 1.66% 19
2022
Q3
$5.5M Buy
+20,000
New +$5.5M 2.59% 8