Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$361K Hold
2,232
0.17% 106
2025
Q1
$238K Hold
2,232
0.13% 125
2024
Q4
$275K Hold
2,232
0.14% 121
2024
Q3
$319K Buy
2,232
+157
+8% +$22.5K 0.15% 117
2024
Q2
$339K Buy
+2,075
New +$339K 0.18% 109