Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$234K Buy
656
+1
+0.2% +$357 0.02% 414
2025
Q1
$261K Buy
655
+2
+0.3% +$798 0.02% 343
2024
Q4
$235K Buy
+653
New +$235K 0.03% 317