Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$808K Hold
4,997
0.07% 110
2025
Q1
$534K Hold
4,997
0.05% 124
2024
Q4
$616K Hold
4,997
0.05% 122
2024
Q3
$715K Hold
4,997
0.06% 110
2024
Q2
$818K Buy
+4,997
New +$818K 0.08% 103