Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$361K Hold
100,000
0.17% 131
2025
Q1
$285K Hold
100,000
0.17% 108
2024
Q4
$244K Hold
100,000
0.16% 108
2024
Q3
$308K Hold
100,000
0.2% 87
2024
Q2
$270K Hold
100,000
0.19% 92
2024
Q1
$261K Buy
+100,000
New +$261K 0.2% 93