Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$896K Hold
17,400
0.25% 83
2025
Q1
$931K Hold
17,400
0.27% 78
2024
Q4
$833K Buy
17,400
+12,000
+222% +$574K 0.24% 81
2024
Q3
$240K Hold
5,400
0.06% 155
2024
Q2
$230K Hold
5,400
0.05% 167
2024
Q1
$224K Buy
+5,400
New +$224K 0.06% 153
2018
Q4
Sell
-5,900
Closed -$205K 125
2018
Q3
$205K Hold
5,900
0.12% 126
2018
Q2
$201K Buy
+5,900
New +$201K 0.13% 126