Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$528K Hold
1,195
0.3% 87
2025
Q1
$607K Hold
1,195
0.36% 79
2024
Q4
$566K Hold
1,195
0.33% 85
2024
Q3
$588K Buy
+1,195
New +$588K 0.36% 78