Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.64M Buy
3,446
+2,565
+291% +$1.22M 0.06% 269
2025
Q1
$323K Buy
881
+87
+11% +$31.9K 0.01% 770
2024
Q4
$321K Sell
794
-145
-15% -$58.6K 0.01% 788
2024
Q3
$474K Buy
939
+7
+0.8% +$3.53K 0.02% 625
2024
Q2
$401K Buy
932
+258
+38% +$111K 0.01% 716
2024
Q1
$255K Sell
674
-31
-4% -$11.7K 0.01% 952
2023
Q4
$228K Buy
+705
New +$228K 0.01% 893
2022
Q2
Sell
-695
Closed -$209K 1082
2022
Q1
$209K Buy
+695
New +$209K 0.01% 972