Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.63M Buy
40,000
+10,000
+33% +$408K 0.34% 98
2025
Q1
$1.36M Hold
30,000
0.32% 105
2024
Q4
$1.3M Buy
30,000
+2,585
+9% +$112K 0.33% 99
2024
Q3
$1.24M Buy
27,415
+3,000
+12% +$136K 0.34% 91
2024
Q2
$1M Buy
24,415
+6,500
+36% +$267K 0.33% 95
2024
Q1
$670K Buy
17,915
+12,415
+226% +$464K 0.37% 91
2023
Q4
$211K Buy
+5,500
New +$211K 0.22% 93