Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$549K Hold
1,863
0.31% 71
2025
Q1
$463K Hold
1,863
0.28% 78
2024
Q4
$410K Buy
+1,863
New +$410K 0.24% 83