Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.83M Hold
12,884
1.38% 26
2025
Q1
$2.45M Hold
12,884
1.26% 25
2024
Q4
$2.83M Buy
12,884
+800
+7% +$176K 1.56% 24
2024
Q3
$2.25M Sell
12,084
-344
-3% -$64.1K 1.22% 24
2024
Q2
$2.4M Hold
12,428
1.46% 24
2024
Q1
$2.24M Hold
12,428
1.43% 24
2023
Q4
$1.89M Sell
12,428
-76
-0.6% -$11.5K 1.32% 24
2023
Q3
$1.59M Hold
12,504
1.19% 24
2023
Q2
$1.63M Hold
12,504
1.18% 24
2023
Q1
$1.29M Hold
12,504
0.96% 24
2022
Q4
$1.05M Buy
+12,504
New +$1.05M 0.82% 25