Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$355K Hold
2,099
0.19% 51
2025
Q1
$324K Hold
2,099
0.16% 53
2024
Q4
$356K Hold
2,099
0.17% 50
2024
Q3
$365K Buy
+2,099
New +$365K 0.18% 50