Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$842K Hold
940
0.59% 23
2025
Q1
$639K Buy
940
+70
+8% +$47.6K 0.55% 25
2024
Q4
$548K Buy
+870
New +$548K 0.44% 28