Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$420K Buy
5,635
+508
+10% +$37.8K 0.02% 363
2025
Q1
$347K Buy
5,127
+848
+20% +$57.4K 0.02% 378
2024
Q4
$265K Buy
4,279
+115
+3% +$7.12K 0.02% 430
2024
Q3
$271K Buy
+4,164
New +$271K 0.02% 419