Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.22M Buy
3,485
+2,482
+247% +$872K ﹤0.01% 1024
2025
Q1
$318K Buy
1,003
+337
+51% +$107K ﹤0.01% 1191
2024
Q4
$225K Sell
666
-346
-34% -$117K ﹤0.01% 1217
2024
Q3
$326K Buy
1,012
+223
+28% +$71.8K ﹤0.01% 1137
2024
Q2
$254K Buy
789
+185
+31% +$59.6K ﹤0.01% 1166
2024
Q1
$210K Buy
604
+336
+125% +$117K ﹤0.01% 1171
2023
Q4
$97K Buy
268
+3
+1% +$1.09K ﹤0.01% 1242
2023
Q3
$79K Hold
265
﹤0.01% 1249
2023
Q2
$88K Buy
+265
New +$88K ﹤0.01% 1254
2020
Q2
Sell
-3,445
Closed -$801K 1005
2020
Q1
$801K Buy
3,445
+314
+10% +$73K ﹤0.01% 605
2019
Q4
$806K Buy
+3,131
New +$806K ﹤0.01% 683