Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$477K Hold
1,017
0.29% 74
2025
Q1
$474K Buy
1,017
+11
+1% +$5.12K 0.37% 61
2024
Q4
$421K Buy
1,006
+6
+0.6% +$2.51K 0.28% 68
2024
Q3
$477K Hold
1,000
0.34% 63
2024
Q2
$439K Buy
+1,000
New +$439K 0.26% 62
2024
Q1
Sell
-1,000
Closed -$411K 113
2023
Q4
$411K Buy
+1,000
New +$411K 0.39% 64