Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Hold
10,000
1.21% 10
2025
Q1
$911K Hold
10,000
1.27% 8
2024
Q4
$1.05M Hold
10,000
1.79% 8
2024
Q3
$1.05M Hold
10,000
2.21% 5
2024
Q2
$804K Hold
10,000
1.38% 3
2024
Q1
$923K Hold
10,000
1.12% 3
2023
Q4
$1.06M Sell
10,000
-40,000
-80% -$4.22M 0.95% 4
2023
Q3
$5.43M Hold
50,000
4.7% 3
2023
Q2
$5.4M Buy
50,000
+40,000
+400% +$4.32M 6.54% 4
2023
Q1
$1.25M Hold
10,000
0.74% 6
2022
Q4
$1.5M Buy
+10,000
New +$1.5M 1.29% 6