Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.66M Hold
410,823
0.13% 156
2025
Q1
$2.18M Buy
410,823
+29,687
+8% +$158K 0.13% 167
2024
Q4
$3.2M Buy
381,136
+341,136
+853% +$2.87M 0.17% 130
2024
Q3
$316K Buy
+40,000
New +$316K 0.02% 496