Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$978K Hold
22,290
0.3% 67
2025
Q1
$713K Hold
22,290
0.25% 63
2024
Q4
$656K Hold
22,290
0.23% 64
2024
Q3
$647K Hold
22,290
0.24% 62
2024
Q2
$837K Hold
22,290
0.35% 53
2024
Q1
$986K Buy
+22,290
New +$986K 0.43% 48