Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.9M Buy
1,051
+598
+132% +$2.22M 0.05% 228
2025
Q1
$1.73M Hold
453
0.03% 278
2024
Q4
$1.45M Buy
+453
New +$1.45M 0.02% 297
2023
Q4
Sell
-572
Closed -$1.45M 429
2023
Q3
$1.45M Buy
572
+52
+10% +$132K 0.03% 321
2023
Q2
$1.3M Buy
+520
New +$1.3M 0.03% 302