Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$519K Hold
4,500
0.42% 62
2025
Q1
$430K Buy
4,500
+500
+13% +$47.7K 0.42% 69
2024
Q4
$425K Buy
+4,000
New +$425K 0.47% 62