Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.62M Hold
6,997,137
8.42% 3
2025
Q1
$1.07M Hold
6,997,137
5.7% 3
2024
Q4
$1.67M Hold
6,997,137
5.1% 4
2024
Q3
$6.02M Hold
6,997,137
14.63% 3
2024
Q2
$11.2M Hold
6,997,137
26.54% 2
2024
Q1
$13.9M Hold
6,997,137
24.02% 2
2023
Q4
$12.3M Hold
6,997,137
19.26% 2
2023
Q3
$13.6M Hold
6,997,137
17.66% 2
2023
Q2
$14.7M Hold
6,997,137
18.27% 2
2023
Q1
$15.7M Buy
6,997,137
+1,648,503
+31% +$3.69M 14.57% 4
2022
Q4
$16.5M Hold
5,348,634
16.85% 3
2022
Q3
$11M Buy
+5,348,634
New +$11M 9.83% 4