Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$640K Hold
5,550
0.48% 46
2025
Q1
$530K Buy
5,550
+175
+3% +$16.7K 0.5% 44
2024
Q4
$572K Buy
+5,375
New +$572K 0.53% 40