Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$701K Buy
7,128
+1,678
+31% +$165K 0.62% 22
2025
Q1
$505K Hold
5,450
0.47% 27
2024
Q4
$495K Hold
5,450
0.46% 26
2024
Q3
$526K Buy
+5,450
New +$526K 0.5% 26