Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$468K Buy
4,552
+51
+1% +$5.24K 0.02% 465
2025
Q1
$504K Buy
4,501
+1,150
+34% +$129K 0.02% 427
2024
Q4
$373K Buy
3,351
+981
+41% +$109K 0.02% 493
2024
Q3
$258K Buy
+2,370
New +$258K 0.01% 594