Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.56M Hold
17,500
1.16% 14
2025
Q1
$4.54M Buy
17,500
+5,000
+40% +$1.3M 1.26% 17
2024
Q4
$5.05M Hold
12,500
1.02% 13
2024
Q3
$3.27M Buy
12,500
+5,000
+67% +$1.31M 0.78% 18
2024
Q2
$1.48M Buy
+7,500
New +$1.48M 0.49% 27
2024
Q1
Hold
0
51
2019
Q2
Hold
0
62
2019
Q1
Hold
0
44