Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.84M Buy
391,410
+122,612
+46% +$1.2M ﹤0.01% 1828
2025
Q1
$1.95M Buy
268,798
+90,107
+50% +$655K ﹤0.01% 2004
2024
Q4
$1.4M Buy
178,691
+37,693
+27% +$295K ﹤0.01% 2215
2024
Q3
$1.04M Buy
140,998
+1,624
+1% +$12K ﹤0.01% 2373
2024
Q2
$1.12M Buy
139,374
+66,674
+92% +$534K ﹤0.01% 2320
2024
Q1
$846K Buy
72,700
+13,600
+23% +$158K ﹤0.01% 2092
2023
Q4
$660K Buy
59,100
+6,411
+12% +$71.6K ﹤0.01% 2224
2023
Q3
$814K Buy
+52,689
New +$814K ﹤0.01% 2059