Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.17M Hold
130,001
1.73% 26
2025
Q1
$1.98M Buy
130,001
+5,556
+4% +$84.7K 1.26% 35
2024
Q4
$2.31M Hold
124,445
1.58% 29
2024
Q3
$2.07M Hold
124,445
1.38% 32
2024
Q2
$1.6M Hold
124,445
1.18% 37
2024
Q1
$1.45M Buy
124,445
+14,445
+13% +$168K 1.01% 39
2023
Q4
$1.18M Buy
+110,000
New +$1.18M 0.62% 51