Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$391K Hold
7,245
0.12% 86
2025
Q1
$372K Hold
7,245
0.12% 80
2024
Q4
$422K Hold
7,245
0.13% 78
2024
Q3
$406K Hold
7,245
0.11% 79
2024
Q2
$445K Hold
7,245
0.11% 81
2024
Q1
$448K Hold
7,245
0.09% 81
2023
Q4
$412K Hold
7,245
0.08% 80
2023
Q3
$403K Buy
+7,245
New +$403K 0.08% 81