Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$621K Hold
2,110
0.46% 64
2025
Q1
$562K Hold
2,110
0.49% 65
2024
Q4
$531K Hold
2,110
0.44% 54
2024
Q3
$465K Hold
2,110
0.4% 67
2024
Q2
$400K Hold
2,110
0.38% 74
2024
Q1
$400K Buy
+2,110
New +$400K 0.38% 74
2022
Q3
$327K Hold
2,262
0.47% 75
2022
Q2
$346K Hold
2,262
0.47% 74
2022
Q1
$473K Hold
2,262
0.49% 70
2021
Q4
$554K Buy
+2,262
New +$554K 0.52% 68