Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.75M Hold
511,392
19.94% 2
2025
Q1
$2.13M Hold
511,392
16.73% 2
2024
Q4
$3.87M Hold
511,392
29.42% 2
2024
Q3
$3M Hold
511,392
25.38% 2
2024
Q2
$3.1M Hold
511,392
28.3% 2
2024
Q1
$3.31M Hold
511,392
27.79% 2
2023
Q4
$1.52M Hold
511,392
15.32% 2
2023
Q3
$910K Buy
+511,392
New +$910K 10.21% 2