Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.57M Buy
9,942
+7,497
+307% +$1.18M 0.92% 35
2025
Q1
$265K Hold
2,445
0.17% 48
2024
Q4
$328K Buy
2,445
+270
+12% +$36.3K 0.2% 51
2024
Q3
$264K Sell
2,175
-5
-0.2% -$607 0.16% 52
2024
Q2
$269K Buy
+2,180
New +$269K 0.18% 49
2022
Q1
Sell
-400
Closed -$12K 72
2021
Q4
$12K Buy
+400
New +$12K 0.01% 72