Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.82M Sell
181,877
-96,683
-35% -$4.15M 0.01% 744
2025
Q1
$6.15M Buy
278,560
+79,865
+40% +$1.76M 0.02% 795
2024
Q4
$8.3M Buy
+198,695
New +$8.3M 0.02% 683
2022
Q3
Hold
0
-$60K 2072
2022
Q2
Hold
0
1899