Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.87M Buy
12,396
+102
+0.8% +$23.6K 0.05% 193
2025
Q1
$2.69M Hold
12,294
0.05% 192
2024
Q4
$2.52M Buy
12,294
+2,625
+27% +$538K 0.05% 190
2024
Q3
$1.61M Buy
9,669
+4,818
+99% +$803K 0.03% 227
2024
Q2
$694K Buy
+4,851
New +$694K 0.01% 295