Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$693K Hold
5,000
0.51% 36
2025
Q1
$799K Hold
5,000
0.5% 42
2024
Q4
$665K Hold
5,000
0.41% 41
2024
Q3
$679K Hold
5,000
0.45% 38
2024
Q2
$738K Hold
5,000
0.57% 34
2024
Q1
$763K Buy
+5,000
New +$763K 0.8% 28