Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$884K Buy
17,156
+156
+0.9% +$8.04K 0.11% 183
2025
Q1
$910K Hold
17,000
0.13% 156
2024
Q4
$814K Buy
+17,000
New +$814K 0.12% 148