Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.15M Buy
90,166
+47,463
+111% +$2.19M 1.11% 15
2025
Q1
$1.86M Hold
42,703
0.49% 18
2024
Q4
$1.71M Buy
+42,703
New +$1.71M 0.43% 19
2023
Q1
Sell
-2,000
Closed -$24.5K 70
2022
Q4
$24.5K Buy
+2,000
New +$24.5K 0.01% 33