Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.29M Hold
25,000
0.64% 38
2025
Q1
$1.34M Buy
25,000
+10,000
+67% +$535K 0.73% 33
2024
Q4
$718K Hold
15,000
0.37% 50
2024
Q3
$667K Hold
15,000
0.33% 60
2024
Q2
$639K Buy
+15,000
New +$639K 0.32% 60