Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$495K Hold
500
0.33% 43
2025
Q1
$473K Hold
500
0.3% 47
2024
Q4
$458K Hold
500
0.34% 41
2024
Q3
$443K Sell
500
-22
-4% -$19.5K 0.34% 43
2024
Q2
$444K Buy
522
+1
+0.2% +$850 0.34% 46
2024
Q1
$382K Buy
521
+21
+4% +$15.4K 0.24% 68
2023
Q4
$330K Buy
+500
New +$330K 0.2% 70