Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.03M Hold
78,065
0.14% 81
2025
Q1
$1.98M Buy
78,065
+42,000
+116% +$1.07M 0.17% 79
2024
Q4
$763K Hold
36,065
0.07% 123
2024
Q3
$697K Hold
36,065
0.07% 127
2024
Q2
$613K Hold
36,065
0.06% 127
2024
Q1
$618K Buy
36,065
+6,655
+23% +$114K 0.11% 104
2023
Q4
$557K Hold
29,410
0.11% 105
2023
Q3
$485K Buy
29,410
+14,150
+93% +$233K 0.09% 109
2023
Q2
$275K Hold
15,260
0.06% 118
2023
Q1
$277K Sell
15,260
-2,500
-14% -$45.3K 0.06% 117
2022
Q4
$272K Buy
+17,760
New +$272K 0.07% 140