Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$502K Hold
7,070
0.13% 20
2025
Q1
$449K Hold
7,070
0.11% 21
2024
Q4
$535K Hold
7,070
0.13% 21
2024
Q3
$625K Hold
7,070
0.16% 20
2024
Q2
$533K Hold
7,070
0.15% 19
2024
Q1
$664K Hold
7,070
0.2% 18
2023
Q4
$768K Buy
+7,070
New +$768K 0.27% 17