Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$702K Hold
2,000
0.31% 47
2025
Q1
$633K Hold
2,000
0.31% 45
2024
Q4
$675K Hold
2,000
0.32% 46
2024
Q3
$637K Buy
2,000
+1,000
+100% +$319K 0.3% 44
2024
Q2
$322K Hold
1,000
0.16% 56
2024
Q1
$347K Hold
1,000
0.17% 56
2023
Q4
$363K Hold
1,000
0.2% 54
2023
Q3
$298K Buy
+1,000
New +$298K 0.18% 56