Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$921K Hold
10,000
0.34% 48
2025
Q1
$729K Buy
10,000
+1,000
+11% +$72.9K 0.28% 50
2024
Q4
$543K Buy
+9,000
New +$543K 0.21% 55