Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.91M Hold
8,443
0.98% 21
2025
Q1
$1.4M Hold
8,443
0.82% 32
2024
Q4
$1.67M Buy
8,443
+42
+0.5% +$8.3K 0.93% 27
2024
Q3
$1.46M Hold
8,401
0.77% 32
2024
Q2
$1.46M Buy
8,401
+1,700
+25% +$295K 0.95% 25
2024
Q1
$912K Buy
+6,701
New +$912K 0.63% 37
2022
Q3
Sell
-1,076
Closed -$88K 340
2022
Q2
$88K Sell
1,076
-787
-42% -$64.4K 0.07% 141
2022
Q1
$194K Buy
1,863
+1,034
+125% +$108K 0.13% 116
2021
Q4
$100K Sell
829
-815
-50% -$98.3K 0.06% 161
2021
Q3
$184K Buy
1,644
+1,515
+1,174% +$170K 0.11% 135
2021
Q2
$16K Buy
+129
New +$16K 0.02% 290