Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$884K Hold
2,489
0.6% 31
2025
Q1
$872K Hold
2,489
0.59% 33
2024
Q4
$787K Buy
+2,489
New +$787K 0.54% 37