Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.37M Hold
21,838
0.13% 268
2025
Q1
$1.81M Buy
21,838
+13,432
+160% +$1.11M 0.13% 275
2024
Q4
$659K Buy
+8,406
New +$659K 0.06% 419
2021
Q4
Sell
-9,300
Closed -$437K 1009
2021
Q3
$437K Buy
9,300
+365
+4% +$17.2K 0.03% 507
2021
Q2
$399K Buy
8,935
+2,135
+31% +$95.3K 0.03% 555
2021
Q1
$291K Buy
+6,800
New +$291K 0.02% 625
2020
Q2
Sell
-9,400
Closed -$240K 818
2020
Q1
$240K Buy
+9,400
New +$240K 0.02% 522