Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Hold
2,199
0.2% 49
2025
Q1
$237K Hold
2,199
0.2% 63
2024
Q4
$288K Hold
2,199
0.25% 45
2024
Q3
$236K Buy
+2,199
New +$236K 0.21% 53