Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$713K Hold
3,150
0.4% 71
2025
Q1
$523K Hold
3,150
0.31% 86
2024
Q4
$622K Buy
3,150
+100
+3% +$19.7K 0.36% 80
2024
Q3
$530K Buy
+3,050
New +$530K 0.33% 82