Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$505K Hold
4,000
0.1% 95
2025
Q1
$430K Hold
4,000
0.09% 109
2024
Q4
$525K Hold
4,000
0.11% 91
2024
Q3
$430K Hold
4,000
0.09% 98
2024
Q2
$425K Hold
4,000
0.1% 94
2024
Q1
$488K Hold
4,000
0.13% 90
2023
Q4
$350K Buy
+4,000
New +$350K 0.1% 99