Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.15M Buy
4,257
+500
+13% +$135K 0.22% 58
2025
Q1
$952K Hold
3,757
0.2% 64
2024
Q4
$880K Buy
3,757
+150
+4% +$35.1K 0.18% 66
2024
Q3
$921K Hold
3,607
0.2% 63
2024
Q2
$858K Hold
3,607
0.2% 65
2024
Q1
$833K Hold
3,607
0.21% 62
2023
Q4
$715K Buy
3,607
+2,763
+327% +$548K 0.2% 65
2023
Q3
$143K Buy
+844
New +$143K 0.06% 96