Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.78M Buy
41,674
+14,782
+55% +$630K 0.06% 81
2025
Q1
$874K Buy
26,892
+9,542
+55% +$310K 0.04% 102
2024
Q4
$581K Hold
17,350
0.02% 126
2024
Q3
$508K Hold
17,350
0.02% 132
2024
Q2
$473K Hold
17,350
0.02% 131
2024
Q1
$276K Hold
17,350
0.01% 183
2023
Q4
$410K Buy
+17,350
New +$410K 0.02% 157
2022
Q1
Sell
-4,047
Closed -$239K 211
2021
Q4
$239K Buy
+4,047
New +$239K 0.01% 205