Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$580K Hold
2,561
0.35% 34
2025
Q1
$425K Hold
2,561
0.3% 38
2024
Q4
$506K Hold
2,561
0.32% 34
2024
Q3
$445K Buy
2,561
+279
+12% +$48.5K 0.29% 36
2024
Q2
$397K Buy
+2,282
New +$397K 0.3% 46