Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$400K Hold
5,130
0.03% 277
2025
Q1
$378K Hold
5,130
0.03% 277
2024
Q4
$419K Hold
5,130
0.04% 284
2024
Q3
$358K Buy
+5,130
New +$358K 0.03% 283