Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Hold
8,054
0.04% 313
2025
Q1
$962K Hold
8,054
0.04% 313
2024
Q4
$934K Hold
8,054
0.04% 306
2024
Q3
$1.09M Hold
8,054
0.05% 299
2024
Q2
$1.09M Buy
8,054
+4,195
+109% +$569K 0.05% 284
2024
Q1
$499K Buy
+3,859
New +$499K 0.02% 413