Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$809K Hold
5,000
0.18% 51
2025
Q1
$534K Hold
5,000
0.13% 57
2024
Q4
$617K Buy
5,000
+500
+11% +$61.7K 0.14% 55
2024
Q3
$644K Buy
4,500
+500
+13% +$71.5K 0.15% 52
2024
Q2
$654K Hold
4,000
0.16% 49
2024
Q1
$500K Hold
4,000
0.13% 61
2023
Q4
$301K Buy
+4,000
New +$301K 0.08% 80