Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Hold
1,610
0.1% 104
2025
Q1
$236K Hold
1,610
0.1% 106
2024
Q4
$208K Buy
1,610
+10
+0.6% +$1.29K 0.09% 106
2024
Q3
$219K Buy
+1,600
New +$219K 0.1% 110