Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.14M Hold
14,812
0.82% 14
2025
Q1
$4.61M Hold
14,812
0.9% 13
2024
Q4
$3.86M Hold
14,812
0.75% 16
2024
Q3
$4.77M Hold
14,812
0.92% 14
2024
Q2
$4.63M Hold
14,812
0.85% 13
2024
Q1
$4.21M Sell
14,812
-2
-0% -$569 0.79% 14
2023
Q4
$4.27M Buy
14,814
+2
+0% +$576 0.91% 14
2023
Q3
$3.98M Sell
14,812
-275
-2% -$73.9K 0.84% 13
2023
Q2
$3.35M Hold
15,087
0.73% 14
2023
Q1
$3.65M Buy
+15,087
New +$3.65M 0.85% 12