Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.68M Hold
18,000
0.66% 51
2025
Q1
$1.31M Hold
18,000
0.53% 56
2024
Q4
$1.09M Hold
18,000
0.45% 67
2024
Q3
$1.35M Hold
18,000
0.55% 55
2024
Q2
$1.31M Buy
18,000
+11,000
+157% +$799K 0.57% 50
2024
Q1
$539K Buy
+7,000
New +$539K 0.23% 74