Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
2,173
+1,318
+154% +$619K 0.07% 163
2025
Q1
$398K Hold
855
0.03% 216
2024
Q4
$358K Hold
855
0.02% 224
2024
Q3
$408K Hold
855
0.03% 217
2024
Q2
$375K Hold
855
0.03% 209
2024
Q1
$397K Hold
855
0.03% 206
2023
Q4
$351K Hold
855
0.03% 213
2023
Q3
$318K Hold
855
0.03% 216
2023
Q2
$326K Hold
855
0.03% 222
2023
Q1
$304K Hold
855
0.02% 227
2022
Q4
$279K Hold
855
0.02% 238
2022
Q3
$230K Hold
855
0.02% 248
2022
Q2
$246K Buy
+855
New +$246K 0.02% 245
2019
Q1
Sell
-49,673
Closed -$7.75M 252
2018
Q4
$7.75M Buy
+49,673
New +$7.75M 0.96% 38