Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$897K Hold
2,514
0.14% 44
2025
Q1
$683K Buy
+2,514
New +$683K 0.12% 48
2024
Q4
Sell
-2,514
Closed -$833K 136
2024
Q3
$833K Hold
2,514
0.14% 50
2024
Q2
$788K Buy
+2,514
New +$788K 0.15% 53