Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$850K Buy
7,232
+4
+0.1% +$470 0.02% 241
2025
Q1
$816K Buy
7,228
+1
+0% +$113 0.03% 211
2024
Q4
$808K Hold
7,227
0.03% 184
2024
Q3
$1.04M Hold
7,227
0.04% 147
2024
Q2
$820K Buy
+7,227
New +$820K 0.04% 162