Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.71M Buy
10,835
+164
+2% +$25.9K 0.26% 53
2025
Q1
$1.16M Buy
10,671
+501
+5% +$54.3K 0.19% 61
2024
Q4
$1.37M Buy
10,170
+2,225
+28% +$299K 0.23% 54
2024
Q3
$965K Sell
7,945
-915
-10% -$111K 0.17% 67
2024
Q2
$1.09M Buy
8,860
+130
+1% +$16.1K 0.21% 58
2024
Q1
$789K Buy
8,730
+230
+3% +$20.8K 0.15% 75
2023
Q4
$421K Hold
8,500
0.09% 92
2023
Q3
$370K Buy
8,500
+1,050
+14% +$45.7K 0.09% 103
2023
Q2
$315K Sell
7,450
-120
-2% -$5.08K 0.07% 113
2023
Q1
$210K Buy
+7,570
New +$210K 0.05% 134
2022
Q2
Sell
-7,450
Closed -$202K 148
2022
Q1
$202K Buy
7,450
+200
+3% +$5.42K 0.05% 150
2021
Q4
$213K Buy
+7,250
New +$213K 0.05% 149