Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.49M Hold
616,839
0.7% 24
2025
Q1
$1.44M Hold
616,839
0.7% 25
2024
Q4
$1.14M Hold
616,839
0.59% 25
2024
Q3
$1.51M Hold
616,839
0.52% 26
2024
Q2
$1.26M Hold
616,839
0.47% 26
2024
Q1
$1.53M Hold
616,839
0.42% 26
2023
Q4
$1.73M Hold
616,839
0.45% 24
2023
Q3
$1.59M Hold
616,839
0.42% 24
2023
Q2
$1.96M Hold
616,839
0.5% 21
2023
Q1
$1.74M Buy
616,839
+173,580
+39% +$489K 0.36% 21
2022
Q4
$1.21M Buy
+443,259
New +$1.21M 0.26% 23