Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$461K Hold
6,552
0.28% 65
2025
Q1
$480K Hold
6,552
0.31% 63
2024
Q4
$410K Hold
6,552
0.24% 75
2024
Q3
$432K Hold
6,552
0.28% 70
2024
Q2
$473K Buy
+6,552
New +$473K 0.28% 61