Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.62M Buy
60,285
+19,681
+48% +$1.84M 0.11% 188
2025
Q1
$2.45M Hold
40,604
0.05% 307
2024
Q4
$2.45M Buy
40,604
+11,400
+39% +$688K 0.06% 306
2024
Q3
$2.19M Buy
29,204
+7,616
+35% +$572K 0.05% 315
2024
Q2
$1.57M Buy
21,588
+5,672
+36% +$412K 0.04% 361
2024
Q1
$1.23M Buy
15,916
+2,596
+19% +$200K 0.04% 399
2023
Q4
$820K Buy
+13,320
New +$820K 0.03% 466