Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$866K Hold
11,627
0.12% 100
2025
Q1
$787K Buy
11,627
+32
+0.3% +$2.17K 0.11% 99
2024
Q4
$718K Buy
+11,595
New +$718K 0.1% 98