Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$818K Hold
44,000
0.19% 58
2025
Q1
$511K Hold
44,000
0.12% 68
2024
Q4
$902K Hold
44,000
0.22% 55
2024
Q3
$539K Buy
44,000
+1,521
+4% +$18.6K 0.13% 63
2024
Q2
$637K Hold
42,479
0.16% 66
2024
Q1
$469K Hold
42,479
0.12% 69
2023
Q4
$597K Buy
+42,479
New +$597K 0.17% 62