Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.57M Buy
186,079
+24,207
+15% +$595K 0.01% 698
2025
Q1
$4.5M Buy
161,872
+1,199
+0.7% +$33.3K 0.01% 649
2024
Q4
$5.26M Buy
160,673
+68,870
+75% +$2.25M 0.01% 599
2024
Q3
$3.29M Buy
91,803
+40,700
+80% +$1.46M 0.01% 657
2024
Q2
$1.79M Buy
51,103
+11,130
+28% +$390K 0.01% 673
2024
Q1
$1.21M Buy
39,973
+10,952
+38% +$331K 0.01% 574
2023
Q4
$873K Buy
+29,021
New +$873K 0.01% 477