Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$321K Hold
900
0.21% 70
2025
Q1
$359K Hold
900
0.26% 60
2024
Q4
$323K Hold
900
0.23% 62
2024
Q3
$311K Hold
900
0.22% 62
2024
Q2
$264K Buy
900
+55
+7% +$16.1K 0.21% 66
2024
Q1
$243K Buy
+845
New +$243K 0.19% 68