Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Hold
10,000
0.89% 41
2025
Q1
$912K Hold
10,000
0.71% 76
2024
Q4
$1.15M Hold
10,000
0.76% 54
2024
Q3
$1.19M Hold
10,000
0.85% 51
2024
Q2
$1.38M Hold
10,000
1.08% 28
2024
Q1
$1.14M Sell
10,000
-30,000
-75% -$3.42M 0.86% 40
2023
Q4
$3.06M Hold
40,000
1.88% 3
2023
Q3
$2.76M Hold
40,000
2.15% 4
2023
Q2
$2.16M Hold
40,000
1.66% 6
2023
Q1
$1.61M Buy
+40,000
New +$1.61M 1.31% 16