Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.69M Hold
10,500
5.52% 5
2025
Q1
$3.32M Hold
10,500
3.95% 9
2024
Q4
$3.54M Sell
10,500
-11,300
-52% -$3.81M 1.6% 6
2024
Q3
$6.95M Buy
21,800
+11,100
+104% +$3.54M 2.23% 6
2024
Q2
$3.44M Hold
10,700
1.83% 9
2024
Q1
$3.72M Buy
+10,700
New +$3.72M 3.98% 7
2023
Q4
Hold
0
40