Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.15M Hold
88,655
2.08% 15
2025
Q1
$5.47M Buy
88,655
+85,900
+3,118% +$5.3M 2.01% 17
2024
Q4
$163K Hold
2,755
0.06% 45
2024
Q3
$147K Sell
2,755
-64,054
-96% -$3.41M 0.05% 46
2024
Q2
$3.17M Buy
66,809
+36,150
+118% +$1.72M 1.2% 34
2024
Q1
$1.53M Hold
30,659
0.9% 28
2023
Q4
$1.55M Buy
+30,659
New +$1.55M 1.12% 23