Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$292K Buy
1,865
+235
+14% +$36.9K ﹤0.01% 699
2025
Q1
$211K Buy
1,630
+146
+10% +$18.9K ﹤0.01% 781
2024
Q4
$212K Buy
1,484
+25
+2% +$3.57K ﹤0.01% 764
2024
Q3
$218K Buy
+1,459
New +$218K ﹤0.01% 716