Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$948K Buy
12,764
+3,589
+39% +$267K 0.01% 354
2025
Q1
$737K Hold
9,175
0.01% 392
2024
Q4
$717K Hold
9,175
0.01% 443
2024
Q3
$702K Hold
9,175
0.01% 463
2024
Q2
$727K Hold
9,175
0.01% 458
2024
Q1
$769K Hold
9,175
0.01% 473
2023
Q4
$791K Hold
9,175
0.01% 502
2023
Q3
$727K Hold
9,175
0.01% 515
2023
Q2
$768K Hold
9,175
0.01% 515
2023
Q1
$784K Hold
9,175
0.01% 508
2022
Q4
$647K Buy
+9,175
New +$647K 0.01% 524