Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.19M Buy
97,550
+65,450
+204% +$2.81M 0.02% 433
2025
Q1
$708K Buy
32,100
+30,075
+1,485% +$664K ﹤0.01% 954
2024
Q4
$84.6K Buy
+2,025
New +$84.6K ﹤0.01% 1714
2024
Q3
Sell
-86,387
Closed -$607K 2668
2024
Q2
$607K Buy
+86,387
New +$607K ﹤0.01% 1367
2024
Q1
Hold
0
2802
2023
Q4
Sell
-20,715
Closed -$308K 2555
2023
Q3
$308K Buy
+20,715
New +$308K ﹤0.01% 1330
2022
Q3
Sell
-29,546
Closed -$129K 2501
2022
Q2
$129K Buy
+29,546
New +$129K ﹤0.01% 1637
2021
Q3
Sell
-15,450
Closed -$165 1669
2021
Q2
$165 Buy
+15,450
New +$165 0.01% 1072