Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9M Buy
56,966
+618
+1% +$97.6K 2.94% 10
2025
Q1
$6.11M Buy
56,348
+385
+0.7% +$41.7K 2.29% 10
2024
Q4
$7.52M Hold
55,963
2.92% 9
2024
Q3
$6.8M Sell
55,963
-683
-1% -$82.9K 2.72% 9
2024
Q2
$7M Buy
56,646
+1,006
+2% +$124K 3.03% 8
2024
Q1
$5.03M Buy
55,640
+50,080
+901% +$4.53M 2.2% 12
2023
Q4
$275K Hold
5,560
0.14% 43
2023
Q3
$242K Hold
5,560
0.13% 43
2023
Q2
$235K Buy
+5,560
New +$235K 0.13% 46