Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$851K Buy
5,388
+88
+2% +$13.9K 0.33% 42
2025
Q1
$574K Hold
5,300
0.27% 45
2024
Q4
$712K Hold
5,300
0.33% 39
2024
Q3
$644K Buy
5,300
+3,300
+165% +$401K 0.32% 36
2024
Q2
$247K Buy
+2,000
New +$247K 0.15% 48