Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.62M Hold
10,000
0.1% 63
2025
Q1
$1.07M Hold
10,000
0.08% 62
2024
Q4
$1.23M Hold
10,000
0.09% 62
2024
Q3
$1.43M Hold
10,000
0.1% 59
2024
Q2
$1.64M Hold
10,000
0.13% 56
2024
Q1
$1.25M Sell
10,000
-4,000
-29% -$500K 0.1% 59
2023
Q4
$1.05M Buy
14,000
+4,000
+40% +$301K 0.09% 69
2023
Q3
$535K Buy
+10,000
New +$535K 0.05% 116