Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.85M Buy
18,026
+12,801
+245% +$1.32M 0.06% 336
2025
Q1
$585K Buy
5,225
+1,400
+37% +$157K 0.02% 615
2024
Q4
$426K Hold
3,825
0.01% 735
2024
Q3
$417K Hold
3,825
0.01% 755
2024
Q2
$324K Hold
3,825
0.01% 806
2024
Q1
$335K Hold
3,825
0.01% 792
2023
Q4
$315K Hold
3,825
0.01% 824
2023
Q3
$251K Buy
+3,825
New +$251K 0.01% 897
2023
Q1
Sell
-882
Closed -$43K 1206
2022
Q4
$43K Hold
882
﹤0.01% 1129
2022
Q3
$41K Hold
882
﹤0.01% 1169
2022
Q2
$43K Buy
+882
New +$43K ﹤0.01% 1137
2020
Q2
Sell
-20,682
Closed -$376K 883
2020
Q1
$376K Sell
20,682
-2,298
-10% -$41.8K 0.02% 463
2019
Q4
$669K Buy
+22,980
New +$669K 0.03% 414