Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$435K Hold
1,912
0.13% 58
2025
Q1
$319K Hold
1,912
0.1% 67
2024
Q4
$379K Hold
1,912
0.12% 59
2024
Q3
$333K Buy
1,912
+92
+5% +$16K 0.11% 68
2024
Q2
$317K Hold
1,820
0.15% 58
2024
Q1
$257K Buy
+1,820
New +$257K 0.07% 148