Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$747K Hold
226,225
0.05% 123
2025
Q1
$491K Buy
226,225
+7,119
+3% +$15.4K 0.03% 153
2024
Q4
$1.14M Buy
219,106
+18,892
+9% +$98.4K 0.08% 92
2024
Q3
$619K Hold
200,214
0.04% 126
2024
Q2
$529K Hold
200,214
0.04% 111
2024
Q1
$236K Hold
200,214
0.02% 194
2023
Q4
$320K Hold
200,214
0.03% 146
2023
Q3
$499K Buy
+200,214
New +$499K 0.05% 109