Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.61M Hold
18,350
0.08% 198
2025
Q1
$1.94M Hold
18,350
0.07% 210
2024
Q4
$2.25M Hold
18,350
0.08% 199
2024
Q3
$2.34M Hold
18,350
0.08% 191
2024
Q2
$1.67M Hold
18,350
0.06% 214
2024
Q1
$1.41M Buy
+18,350
New +$1.41M 0.05% 241
2023
Q4
Sell
-18,350
Closed -$1.08M 461
2023
Q3
$1.08M Buy
18,350
+5,900
+47% +$347K 0.05% 262
2023
Q2
$594K Hold
12,450
0.03% 372
2023
Q1
$545K Hold
12,450
0.02% 392
2022
Q4
$481K Buy
+12,450
New +$481K 0.02% 405
2022
Q3
Sell
-6,591
Closed -$237K 441
2022
Q2
$237K Hold
6,591
0.01% 510
2022
Q1
$303K Buy
+6,591
New +$303K 0.01% 491