Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$435K Hold
24,000
0.35% 65
2025
Q1
$344K Hold
24,000
0.22% 74
2024
Q4
$546K Hold
24,000
0.37% 64
2024
Q3
$714K Hold
24,000
0.47% 61
2024
Q2
$942K Hold
24,000
0.7% 46
2024
Q1
$1.27M Buy
24,000
+2,909
+14% +$154K 0.88% 42
2023
Q4
$1.19M Buy
21,091
+611
+3% +$34.4K 0.62% 50
2023
Q3
$945K Buy
20,480
+5,480
+37% +$253K 0.42% 51
2023
Q2
$702K Hold
15,000
0.32% 64
2023
Q1
$675K Hold
15,000
0.25% 68
2022
Q4
$683K Hold
15,000
0.21% 76
2022
Q3
$527K Buy
+15,000
New +$527K 0.08% 95