Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Hold
4,630
0.06% 139
2025
Q1
$769K Buy
4,630
+579
+14% +$96.1K 0.05% 176
2024
Q4
$800K Hold
4,051
0.05% 146
2024
Q3
$704K Buy
4,051
+175
+5% +$30.4K 0.05% 160
2024
Q2
$674K Buy
3,876
+350
+10% +$60.8K 0.05% 175
2024
Q1
$480K Hold
3,526
0.03% 232
2023
Q4
$367K Hold
3,526
0.03% 303
2023
Q3
$306K Buy
+3,526
New +$306K 0.03% 326