Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Hold
15,025
0.4% 67
2025
Q1
$992K Hold
15,025
0.4% 70
2024
Q4
$1.13M Hold
15,025
0.47% 64
2024
Q3
$927K Buy
15,025
+5,555
+59% +$343K 0.38% 71
2024
Q2
$628K Buy
+9,470
New +$628K 0.27% 74