Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.49M Hold
4,190
0.74% 19
2025
Q1
$1.47M Hold
4,190
0.86% 15
2024
Q4
$1.32M Hold
4,190
0.74% 16
2024
Q3
$1.15M Hold
4,190
0.64% 23
2024
Q2
$1.1M Hold
4,190
0.64% 28
2024
Q1
$1.17M Hold
4,190
0.71% 23
2023
Q4
$1.09M Hold
4,190
0.74% 24
2023
Q3
$964K Hold
4,190
0.73% 24
2023
Q2
$995K Hold
4,190
0.69% 22
2023
Q1
$945K Buy
4,190
+180
+4% +$40.6K 0.75% 19
2022
Q4
$833K Buy
+4,010
New +$833K 0.75% 22
2022
Q3
Sell
-1,900
Closed -$374K 61
2022
Q2
$374K Buy
+1,900
New +$374K 0.24% 28