Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.74M Buy
29,410
+1,750
+6% +$163K 0.56% 27
2025
Q1
$2.02M Buy
27,660
+22,160
+403% +$1.61M 0.41% 29
2024
Q4
$332K Hold
5,500
0.08% 82
2024
Q3
$413K Hold
5,500
0.1% 69
2024
Q2
$400K Hold
5,500
0.11% 67
2024
Q1
$423K Hold
5,500
0.11% 66
2023
Q4
$339K Buy
5,500
+500
+10% +$30.8K 0.1% 70
2023
Q3
$230K Buy
5,000
+2,000
+67% +$92K 0.07% 86
2023
Q2
$130K Buy
+3,000
New +$130K 0.04% 108