Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$614K Hold
10,100
0.3% 57
2025
Q1
$598K Buy
+10,100
New +$598K 0.33% 51
2024
Q2
Hold
0
-$15.5K 201
2024
Q1
Sell
-10,025
Closed -$406K 143
2023
Q4
$406K Buy
+10,025
New +$406K 0.22% 73