Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.5M Hold
1,900
0.59% 56
2025
Q1
$1.17M Hold
1,900
0.47% 63
2024
Q4
$1.19M Hold
1,900
0.5% 58
2024
Q3
$1.18M Hold
1,900
0.48% 61
2024
Q2
$1.25M Hold
1,900
0.55% 51
2024
Q1
$1.24M Hold
1,900
0.52% 56
2023
Q4
$1.19M Hold
1,900
0.53% 54
2023
Q3
$971K Hold
1,900
0.46% 63
2023
Q2
$871K Hold
1,900
0.4% 69
2023
Q1
$847K Hold
1,900
0.41% 70
2022
Q4
$740K Hold
1,900
0.35% 71
2022
Q3
$736K Buy
1,900
+1,100
+138% +$426K 0.4% 70
2022
Q2
$308K Hold
800
0.16% 80
2022
Q1
$385K Hold
800
0.18% 83
2021
Q4
$515K Hold
800
0.22% 82
2021
Q3
$432K Hold
800
0.2% 84
2021
Q2
$392K Hold
800
0.18% 86
2021
Q1
$306K Hold
800
0.15% 85
2020
Q4
$304K Hold
800
0.15% 84
2020
Q3
$261K Hold
800
0.14% 87
2020
Q2
$237K Hold
800
0.14% 89
2020
Q1
$184K Hold
800
0.12% 88
2019
Q4
$210K Hold
800
0.11% 89
2019
Q3
$213K Hold
800
0.12% 88
2019
Q2
$209K Hold
800
0.12% 91
2019
Q1
$209K Buy
+800
New +$209K 0.12% 91