Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$268K Hold
9,895
0.08% 62
2025
Q1
$249K Hold
9,895
0.08% 90
2024
Q4
$237K Hold
9,895
0.06% 96
2024
Q3
$200K Buy
+9,895
New +$200K 0.08% 93