Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$448K Hold
127,346
0.67% 21
2025
Q1
$409K Hold
127,346
0.49% 29
2024
Q4
$391K Hold
127,346
0.18% 22
2024
Q3
$649K Buy
127,346
+11,000
+9% +$56.1K 0.21% 22
2024
Q2
$460K Hold
116,346
0.24% 23
2024
Q1
$529K Buy
116,346
+5,100
+5% +$23.2K 0.57% 20
2023
Q4
$407K Buy
+111,246
New +$407K 0.45% 21