Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$764K Hold
18,950
0.51% 54
2025
Q1
$760K Hold
18,950
0.5% 51
2024
Q4
$697K Hold
18,950
0.47% 56
2024
Q3
$657K Hold
18,950
0.47% 63
2024
Q2
$546K Hold
18,950
0.42% 69
2024
Q1
$524K Hold
18,950
0.39% 76
2023
Q4
$503K Hold
18,950
0.44% 68
2023
Q3
$468K Hold
18,950
0.45% 68
2023
Q2
$518K Hold
18,950
0.48% 64
2023
Q1
$530K Hold
18,950
0.5% 61
2022
Q4
$520K Hold
18,950
0.49% 62
2022
Q3
$477K Hold
18,950
0.51% 62
2022
Q2
$559K Hold
18,950
0.57% 59
2022
Q1
$603K Buy
18,950
+10,750
+131% +$342K 0.55% 58
2021
Q4
$226K Buy
+8,200
New +$226K 0.2% 100