Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.96M Buy
5,535
+1,788
+48% +$1.6M 0.09% 209
2025
Q1
$2.36M Hold
3,747
0.05% 311
2024
Q4
$2.36M Buy
3,747
+775
+26% +$488K 0.05% 310
2024
Q3
$2.3M Buy
2,972
+226
+8% +$175K 0.06% 302
2024
Q2
$2.26M Buy
2,746
+720
+36% +$594K 0.06% 278
2024
Q1
$1.42M Buy
2,026
+630
+45% +$440K 0.04% 359
2023
Q4
$811K Buy
+1,396
New +$811K 0.03% 471