Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$336K Hold
4,116
0.08% 200
2025
Q1
$408K Buy
4,116
+1,000
+32% +$99.2K 0.1% 177
2024
Q4
$313K Buy
+3,116
New +$313K 0.08% 206