Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.18M Buy
144,553
+71,553
+98% +$2.07M 0.09% 59
2025
Q1
$14.5M Sell
73,000
-71,553
-49% -$14.2M 0.38% 51
2024
Q4
$3.29M Hold
144,553
0.07% 60
2024
Q3
$3.18M Hold
144,553
0.08% 65
2024
Q2
$2.76M Hold
144,553
0.07% 66
2024
Q1
$2.54M Hold
144,553
0.07% 66
2023
Q4
$2.43M Hold
144,553
0.07% 65
2023
Q3
$2.17M Hold
144,553
0.07% 65
2023
Q2
$2.31M Hold
144,553
0.07% 64
2023
Q1
$2.78M Hold
144,553
0.1% 61
2022
Q4
$2.66M Buy
+144,553
New +$2.66M 0.1% 60