Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$669K Hold
1,250
1.34% 18
2025
Q1
$462K Hold
1,250
2.48% 20
2024
Q4
$567K Buy
+1,250
New +$567K 3.84% 13