Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.83M Hold
2,117
1.01% 18
2025
Q1
$1.97M Buy
2,117
+700
+49% +$653K 0.84% 22
2024
Q4
$1.26M Buy
1,417
+217
+18% +$193K 0.8% 24
2024
Q3
$851K Hold
1,200
0.39% 26
2024
Q2
$810K Hold
1,200
0.39% 25
2024
Q1
$729K Hold
1,200
0.36% 29
2023
Q4
$584K Hold
1,200
0.31% 33
2023
Q3
$453K Hold
1,200
0.26% 40
2023
Q2
$529K Hold
1,200
0.3% 35
2023
Q1
$415K Hold
1,200
0.25% 47
2022
Q4
$354K Hold
1,200
0.21% 53
2022
Q3
$283K Buy
+1,200
New +$283K 0.18% 64