Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.25M Hold
19,500
0.56% 14
2025
Q1
$1.86M Hold
19,500
0.48% 15
2024
Q4
$2.07M Hold
19,500
0.52% 13
2024
Q3
$1.56M Sell
19,500
-13,690
-41% -$1.1M 0.4% 14
2024
Q2
$2.19M Hold
33,190
0.63% 14
2024
Q1
$2.56M Hold
33,190
0.77% 15
2023
Q4
$2.59M Buy
+33,190
New +$2.59M 0.9% 14