Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$429K Hold
9,884
0.28% 24
2025
Q1
$455K Hold
9,884
0.32% 24
2024
Q4
$372K Hold
9,884
0.28% 23
2024
Q3
$401K Buy
+9,884
New +$401K 0.31% 27
2024
Q2
Sell
-9,342
Closed -$348K 25
2024
Q1
$348K Buy
+9,342
New +$348K 0.3% 26