Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.6M Buy
156,913
+61
+0% +$5.69K 0.64% 18
2025
Q1
$11.4M Buy
156,852
+44,920
+40% +$3.27M 0.51% 25
2024
Q4
$6.75M Buy
111,932
+101,932
+1,019% +$6.15M 0.27% 97
2024
Q3
$752K Sell
10,000
-60,000
-86% -$4.51M 0.44% 31
2024
Q2
$5.09M Buy
70,000
+50,000
+250% +$3.63M 2.77% 11
2024
Q1
$1.54M Buy
+20,000
New +$1.54M 0.91% 23
2023
Q4
Hold
0
37