Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$748K Hold
5,501
0.59% 45
2025
Q1
$730K Hold
5,501
0.63% 45
2024
Q4
$622K Buy
+5,501
New +$622K 0.54% 51