Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$711K Hold
5,800
0.1% 148
2025
Q1
$529K Hold
5,800
0.09% 165
2024
Q4
$668K Hold
5,800
0.1% 165
2024
Q3
$688K Buy
+5,800
New +$688K 0.11% 156