Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.9M Buy
1,417
+808
+133% +$1.08M 0.89% 19
2025
Q1
$568K Hold
609
0.29% 54
2024
Q4
$543K Hold
609
0.29% 56
2024
Q3
$432K Hold
609
0.24% 69
2024
Q2
$411K Hold
609
0.24% 68
2024
Q1
$370K Hold
609
0.22% 76
2023
Q4
$297K Hold
609
0.2% 84
2023
Q3
$230K Hold
609
0.16% 95
2023
Q2
$268K Hold
609
0.17% 87
2023
Q1
$210K Buy
+609
New +$210K 0.14% 100
2022
Q2
Sell
-533
Closed -$200K 109
2022
Q1
$200K Buy
+533
New +$200K 0.13% 103
2021
Q1
$200K Buy
+533
New +$200K 0.13% 103