Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$422K Hold
4,000
0.32% 46
2025
Q1
$445K Hold
4,000
0.33% 41
2024
Q4
$414K Hold
4,000
0.27% 44
2024
Q3
$447K Hold
4,000
0.32% 44
2024
Q2
$357K Hold
4,000
0.25% 51
2024
Q1
$343K Hold
4,000
0.25% 55
2023
Q4
$330K Buy
+4,000
New +$330K 0.29% 54