Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.72M Hold
11,000
0.19% 78
2025
Q1
$1.81M Hold
11,000
0.2% 78
2024
Q4
$1.79M Buy
11,000
+4,000
+57% +$652K 0.22% 75
2024
Q3
$1.37M Hold
7,000
0.17% 85
2024
Q2
$1.21M Buy
7,000
+1,000
+17% +$173K 0.15% 91
2024
Q1
$1.02M Buy
+6,000
New +$1.02M 0.14% 99