Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.24M Hold
7,679
0.04% 126
2025
Q1
$820K Sell
7,679
-906
-11% -$96.8K 0.02% 163
2024
Q4
$1.06M Hold
8,585
0.02% 145
2024
Q3
$1.23M Hold
8,585
0.02% 134
2024
Q2
$1.4M Buy
8,585
+2,085
+32% +$341K 0.03% 132
2024
Q1
$812K Hold
6,500
0.02% 184
2023
Q4
$488K Buy
+6,500
New +$488K 0.01% 219