Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Hold
26,528
1.68% 16
2025
Q1
$1.5M Hold
26,528
2.14% 14
2024
Q4
$1.52M Hold
26,528
2.04% 15
2024
Q3
$1.39M Hold
26,528
2.15% 16
2024
Q2
$1.44M Hold
26,528
2.31% 15
2024
Q1
$1.54M Hold
26,528
2.7% 11
2023
Q4
$1.3M Hold
26,528
2.49% 12
2023
Q3
$1.14M Hold
26,528
2.31% 13
2023
Q2
$1.21M Hold
26,528
2.3% 13
2023
Q1
$998K Hold
26,528
2.06% 17
2022
Q4
$808K Buy
+26,528
New +$808K 1.45% 20