Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$885K Buy
12,000
+5,000
+71% +$369K 0.01% 931
2025
Q1
$547K Hold
7,000
﹤0.01% 887
2024
Q4
$824K Hold
7,000
0.01% 823
2024
Q3
$755K Buy
+7,000
New +$755K 0.01% 832