Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.88M Buy
26,021
+6,984
+37% +$504K 0.08% 178
2024
Q4
$2.16M Buy
19,037
+5,264
+38% +$598K 0.09% 169
2024
Q3
$1.37M Buy
13,773
+10,781
+360% +$1.07M 0.06% 199
2024
Q2
$259K Buy
2,992
+2,797
+1,434% +$242K 0.01% 342
2024
Q1
$15.9K Hold
195
﹤0.01% 776
2023
Q4
$9.37K Buy
+195
New +$9.37K ﹤0.01% 830
2023
Q3
Sell
-405
Closed -$10K 1278
2023
Q2
$10K Hold
405
﹤0.01% 840
2023
Q1
$5.8K Buy
+405
New +$5.8K ﹤0.01% 913