Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Hold
2,213
0.16% 60
2025
Q1
$294K Hold
2,213
0.17% 53
2024
Q4
$250K Hold
2,213
0.12% 56
2024
Q3
$252K Hold
2,213
0.12% 57
2024
Q2
$230K Hold
2,213
0.11% 60
2024
Q1
$252K Buy
+2,213
New +$252K 0.14% 57