Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Buy
+15,000
New +$1.06M 0.3% 33
2025
Q1
Sell
-23,500
Closed -$1.47M 65
2024
Q4
$1.47M Hold
23,500
0.54% 35
2024
Q3
$1.55M Buy
23,500
+3,340
+17% +$220K 0.36% 32
2024
Q2
$1.46M Hold
20,160
0.36% 34
2024
Q1
$1.35M Hold
20,160
0.35% 35
2023
Q4
$1.33M Buy
+20,160
New +$1.33M 0.48% 33