Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.08M Buy
23,141
+721
+3% +$158K 6.57% 5
2025
Q1
$4.27M Hold
22,420
6.09% 5
2024
Q4
$4.92M Hold
22,420
6.58% 5
2024
Q3
$4.18M Hold
22,420
6.46% 4
2024
Q2
$4.33M Hold
22,420
6.96% 5
2024
Q1
$4.04M Hold
22,420
7.11% 4
2023
Q4
$3.41M Hold
22,420
6.53% 5
2023
Q3
$2.85M Hold
22,420
5.77% 6
2023
Q2
$2.92M Hold
22,420
5.55% 6
2023
Q1
$2.32M Hold
22,420
4.78% 7
2022
Q4
$1.88M Hold
22,420
3.38% 11
2022
Q3
$2.53M Hold
22,420
5.72% 5
2022
Q2
$2.38M Buy
+22,420
New +$2.38M 5.63% 5