Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Hold
4,860
0.75% 21
2025
Q1
$661K Hold
4,860
0.55% 34
2024
Q4
$699K Hold
4,860
0.51% 33
2024
Q3
$582K Hold
4,860
0.43% 38
2024
Q2
$529K Hold
4,860
0.42% 40
2024
Q1
$651K Hold
4,860
0.55% 33
2023
Q4
$619K Buy
+4,860
New +$619K 0.56% 31