Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$339K Hold
2,225
0.4% 71
2025
Q1
$327K Buy
2,225
+225
+11% +$33K 0.39% 76
2024
Q4
$258K Buy
+2,000
New +$258K 0.36% 75