Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.38M Buy
136,879
+2,116
+2% +$36.9K 0.12% 157
2025
Q1
$2.15M Buy
134,763
+4,483
+3% +$71.7K 0.12% 154
2024
Q4
$2.23M Buy
+130,280
New +$2.23M 0.12% 158
2022
Q2
Sell
-22,962
Closed -$514K 640
2022
Q1
$514K Buy
22,962
+5,036
+28% +$113K 0.05% 308
2021
Q4
$415K Buy
+17,926
New +$415K 0.05% 331