Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$471K Hold
6,500
0.17% 42
2025
Q1
$427K Hold
6,500
0.17% 39
2024
Q4
$432K Hold
6,500
0.16% 43
2024
Q3
$420K Hold
6,500
0.16% 41
2024
Q2
$391K Hold
6,500
0.17% 43
2024
Q1
$397K Hold
6,500
0.19% 37
2023
Q4
$361K Hold
6,500
0.17% 42
2023
Q3
$252K Buy
+6,500
New +$252K 0.13% 47