Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$620K Hold
8,642
0.12% 101
2025
Q1
$585K Buy
8,642
+142
+2% +$9.61K 0.12% 101
2024
Q4
$520K Buy
+8,500
New +$520K 0.11% 98