Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$738K Hold
8,250
0.46% 50
2025
Q1
$626K Sell
8,250
-8,250
-50% -$626K 0.42% 55
2024
Q4
$1.28M Buy
16,500
+8,250
+100% +$638K 0.41% 59
2024
Q3
$602K Hold
8,250
0.37% 56
2024
Q2
$497K Hold
8,250
0.32% 75
2024
Q1
$521K Hold
8,250
0.31% 76
2023
Q4
$480K Buy
+8,250
New +$480K 0.34% 67