Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11M Buy
69,584
+2,972
+4% +$470K 0.53% 36
2025
Q1
$7.22M Buy
66,612
+3,417
+5% +$370K 0.38% 43
2024
Q4
$8.49M Buy
63,195
+3,742
+6% +$503K 0.44% 54
2024
Q3
$7.22M Buy
59,453
+5,291
+10% +$643K 0.36% 55
2024
Q2
$6.69M Buy
54,162
+43,322
+400% +$5.35M 0.36% 60
2024
Q1
$979K Buy
10,840
+5,050
+87% +$456K 0.06% 154
2023
Q4
$287K Sell
5,790
-60
-1% -$2.97K 0.02% 216
2023
Q3
$254K Sell
5,850
-420
-7% -$18.3K 0.02% 224
2023
Q2
$278K Buy
+6,270
New +$278K 0.02% 243
2018
Q4
Sell
-80
Closed -$1K 425
2018
Q3
$1K Hold
80
﹤0.01% 574
2018
Q2
$0 Buy
+80
New ﹤0.01% 610