Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.7M Buy
4,869
+645
+15% +$226K 0.02% 299
2025
Q1
$1.12M Sell
4,224
-3,197
-43% -$847K 0.02% 318
2024
Q4
$2.4M Buy
7,421
+5,826
+365% +$1.89M 0.04% 218
2024
Q3
$208K Buy
+1,595
New +$208K ﹤0.01% 534
2023
Q1
Sell
-1,719
Closed -$18.1K 706
2022
Q4
$18.1K Hold
1,719
﹤0.01% 706
2022
Q3
$34K Buy
+1,719
New +$34K ﹤0.01% 695