Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$842K Buy
32,350
+9,100
+39% +$237K 0.66% 13
2025
Q1
$590K Hold
23,250
0.55% 13
2024
Q4
$492K Hold
23,250
0.42% 14
2024
Q3
$449K Hold
23,250
0.4% 13
2024
Q2
$395K Buy
+23,250
New +$395K 0.35% 13