Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$215K Hold
3,000
0.16% 119
2025
Q1
$228K Hold
3,000
0.17% 114
2024
Q4
$245K Hold
3,000
0.17% 107
2024
Q3
$202K Hold
3,000
0.16% 124
2024
Q2
$222K Hold
3,000
0.19% 110
2024
Q1
$236K Buy
+3,000
New +$236K 0.2% 107