Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.15M Buy
65,939
+70
+0.1% +$6.53K 2.86% 7
2025
Q1
$4.8M Sell
65,869
-16,658
-20% -$1.21M 2.55% 16
2024
Q4
$4.98M Buy
82,527
+21,433
+35% +$1.29M 2.37% 13
2024
Q3
$4.59M Buy
61,094
+21,665
+55% +$1.63M 2.31% 14
2024
Q2
$2.87M Buy
39,429
+6,536
+20% +$475K 1.52% 32
2024
Q1
$2.53M Buy
32,893
+8,703
+36% +$670K 1.33% 32
2023
Q4
$1.49M Sell
24,190
-4,619
-16% -$284K 0.89% 49
2023
Q3
$1.32M Buy
28,809
+2,713
+10% +$125K 0.89% 45
2023
Q2
$1.13M Buy
+26,096
New +$1.13M 0.78% 50
2022
Q1
Sell
-100
Closed -$4K 181
2021
Q4
$4K Buy
+100
New +$4K ﹤0.01% 129
2021
Q1
Sell
-100
Closed -$5K 206
2020
Q4
$5K Buy
+100
New +$5K ﹤0.01% 102