Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Hold
5,025
0.13% 133
2025
Q1
$250K Hold
5,025
0.12% 135
2024
Q4
$351K Hold
5,025
0.17% 113
2024
Q3
$349K Hold
5,025
0.17% 110
2024
Q2
$296K Hold
5,025
0.17% 114
2024
Q1
$245K Buy
+5,025
New +$245K 0.14% 133