Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$855K Hold
2,900
0.53% 46
2025
Q1
$721K Hold
2,900
0.5% 48
2024
Q4
$638K Buy
+2,900
New +$638K 0.45% 50