Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.23M Hold
14,000
0.12% 82
2025
Q1
$2.15M Sell
14,000
-1,000
-7% -$154K 0.12% 83
2024
Q4
$2.3M Hold
15,000
0.1% 87
2024
Q3
$2.55M Buy
+15,000
New +$2.55M 0.13% 79