Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.92M Buy
3,641
+276
+8% +$221K 0.3% 73
2025
Q1
$2.23M Buy
3,365
+622
+23% +$412K 0.25% 82
2024
Q4
$1.9M Buy
2,743
+517
+23% +$358K 0.23% 78
2024
Q3
$1.85M Buy
2,226
+1,843
+481% +$1.54M 0.23% 75
2024
Q2
$392K Buy
383
+8
+2% +$8.18K 0.05% 144
2024
Q1
$364K Hold
375
0.05% 144
2023
Q4
$284K Hold
375
0.04% 145
2023
Q3
$218K Hold
375
0.04% 154
2023
Q2
$272K Buy
+375
New +$272K 0.05% 146