Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$560K Hold
25,000
0.19% 24
2025
Q1
$568K Hold
25,000
0.21% 24
2024
Q4
$501K Hold
25,000
0.23% 23
2024
Q3
$587K Hold
25,000
0.31% 24
2024
Q2
$774K Hold
25,000
0.41% 23
2024
Q1
$1.1M Hold
25,000
0.41% 23
2023
Q4
$1.26M Hold
25,000
0.42% 22
2023
Q3
$889K Hold
25,000
0.38% 24
2023
Q2
$836K Buy
+25,000
New +$836K 0.37% 24