Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$802K Hold
50,903
﹤0.01% 607
2025
Q1
$604K Buy
50,903
+1,970
+4% +$23.4K ﹤0.01% 613
2024
Q4
$631K Hold
48,933
﹤0.01% 612
2024
Q3
$624K Buy
48,933
+5,869
+14% +$74.8K ﹤0.01% 655
2024
Q2
$607K Hold
43,064
﹤0.01% 639
2024
Q1
$833K Buy
+43,064
New +$833K ﹤0.01% 602