Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$658K Hold
1,843
0.25% 68
2025
Q1
$736K Hold
1,843
0.32% 60
2024
Q4
$662K Hold
1,843
0.28% 61
2024
Q3
$638K Hold
1,843
0.28% 65
2024
Q2
$541K Buy
+1,843
New +$541K 0.24% 70