Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.9M Sell
107,128
-1,085
-1% -$171K 3.45% 12
2025
Q1
$11.7M Buy
108,213
+104,903
+3,169% +$11.4M 2.49% 14
2024
Q4
$445K Hold
3,310
0.09% 41
2024
Q3
$402K Hold
3,310
0.08% 41
2024
Q2
$409K Hold
3,310
0.08% 41
2024
Q1
$299K Buy
+3,310
New +$299K 0.06% 45