Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Buy
1,517
+277
+22% +$56.8K 0.27% 36
2025
Q1
$276K Buy
1,240
+1
+0.1% +$222 0.25% 41
2024
Q4
$310K Buy
1,239
+1
+0.1% +$250 0.29% 39
2024
Q3
$288K Buy
+1,238
New +$288K 0.28% 38