Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$669K Buy
3,260
+62
+2% +$12.7K 0.36% 24
2025
Q1
$710K Hold
3,198
0.44% 21
2024
Q4
$801K Buy
+3,198
New +$801K 0.59% 22