Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$580K Hold
3,248
0.15% 78
2025
Q1
$521K Buy
3,248
+80
+3% +$12.8K 0.15% 76
2024
Q4
$551K Buy
3,168
+767
+32% +$133K 0.15% 74
2024
Q3
$543K Hold
2,401
0.15% 70
2024
Q2
$537K Buy
+2,401
New +$537K 0.16% 70