Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$410K Buy
1,839
+69
+4% +$15.4K 0.01% 338
2025
Q1
$364K Buy
1,770
+30
+2% +$6.17K 0.01% 345
2024
Q4
$318K Buy
1,740
+467
+37% +$85.3K 0.01% 351
2024
Q3
$258K Buy
+1,273
New +$258K 0.01% 320