Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.06M Hold
40,000
0.82% 35
2025
Q1
$2.14M Hold
40,000
1.1% 26
2024
Q4
$1.91M Hold
40,000
0.78% 33
2024
Q3
$1.78M Hold
40,000
0.77% 35
2024
Q2
$1.7M Hold
40,000
0.7% 36
2024
Q1
$1.66M Hold
40,000
0.73% 40
2023
Q4
$1.47M Hold
40,000
0.81% 34
2023
Q3
$1.42M Hold
40,000
0.94% 32
2023
Q2
$1.36M Hold
40,000
0.89% 36
2023
Q1
$1.38M Hold
40,000
1.18% 33
2022
Q4
$1.31M Hold
40,000
1.24% 28
2022
Q3
$1.2M Hold
40,000
1.37% 25
2022
Q2
$1.17M Hold
40,000
1.15% 29
2022
Q1
$1.33M Buy
+40,000
New +$1.33M 0.82% 36
2021
Q4
Sell
-40,000
Closed -$1.14M 105
2021
Q3
$1.14M Buy
+40,000
New +$1.14M 0.54% 44