Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.69M Buy
69,169
+4,129
+6% +$101K 0.58% 43
2025
Q1
$1.8M Buy
65,040
+7,629
+13% +$211K 0.67% 38
2024
Q4
$1.87M Buy
57,411
+50,000
+675% +$1.63M 0.73% 36
2024
Q3
$266K Sell
7,411
-814
-10% -$29.2K 0.1% 151
2024
Q2
$288K Buy
8,225
+580
+8% +$20.3K 0.12% 148
2024
Q1
$231K Buy
7,645
+1,730
+29% +$52.3K 0.09% 165
2023
Q4
$178K Buy
5,915
+140
+2% +$4.21K 0.08% 194
2023
Q3
$148K Buy
5,775
+875
+18% +$22.5K 0.07% 181
2023
Q2
$150K Sell
4,900
-300
-6% -$9.21K 0.13% 105
2023
Q1
$153K Hold
5,200
0.14% 96
2022
Q4
$140K Buy
5,200
+540
+12% +$14.5K 0.14% 99
2022
Q3
$116K Buy
4,660
+1,040
+29% +$25.9K 0.12% 107
2022
Q2
$119K Sell
3,620
-365
-9% -$12K 0.13% 101
2022
Q1
$145K Hold
3,985
0.14% 99
2021
Q4
$150K Buy
+3,985
New +$150K 0.15% 99