Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.61M Buy
12,915
+1,245
+11% +$444K 0.06% 56
2025
Q1
$4.66M Hold
11,670
0.06% 52
2024
Q4
$4.19M Hold
11,670
0.05% 55
2024
Q3
$4.04M Hold
11,670
0.04% 56
2024
Q2
$3.43M Hold
11,670
0.03% 59
2024
Q1
$3.89M Buy
+11,670
New +$3.89M 0.04% 60