Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.88M Hold
101,000
6.66% 4
2025
Q1
$4.88M Hold
101,000
6.79% 3
2024
Q4
$3.76M Buy
+101,000
New +$3.76M 6.41% 3
2023
Q2
Sell
-20,000
Closed -$980K 9
2023
Q1
$980K Buy
+20,000
New +$980K 0.58% 7