Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$4.22M Buy
73,529
+4,492
+7% +$258K 0.45% 10
2024
Q4
$3.41M Buy
69,037
+19,441
+39% +$962K 0.6% 6
2024
Q3
$2.24M Buy
49,596
+31,403
+173% +$1.42M 0.26% 14
2024
Q2
$791K Hold
18,193
0.26% 16
2024
Q1
$716K Buy
18,193
+8,193
+82% +$322K 0.05% 34
2023
Q4
$405K Buy
+10,000
New +$405K 0.04% 35