Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Hold
2,045
0.12% 61
2025
Q1
$300K Hold
2,045
0.12% 62
2024
Q4
$264K Buy
2,045
+45
+2% +$5.81K 0.11% 66
2024
Q3
$273K Hold
2,000
0.12% 66
2024
Q2
$204K Buy
+2,000
New +$204K 0.1% 75