Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$420K Hold
1,448
0.03% 200
2025
Q1
$437K Buy
1,448
+43
+3% +$13K 0.03% 207
2024
Q4
$388K Hold
1,405
0.02% 216
2024
Q3
$405K Buy
+1,405
New +$405K 0.03% 215