Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Hold
5,078
0.1% 91
2025
Q1
$232K Hold
5,078
0.09% 88
2024
Q4
$241K Hold
5,078
0.09% 82
2024
Q3
$229K Buy
+5,078
New +$229K 0.1% 72