Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$656K Buy
2,897
+272
+10% +$61.6K 0.08% 191
2025
Q1
$436K Hold
2,625
0.05% 219
2024
Q4
$518K Buy
+2,625
New +$518K 0.06% 199
2024
Q2
$450K Buy
2,591
+66
+3% +$11.5K 0.06% 196
2024
Q1
$344K Buy
+2,525
New +$344K 0.05% 224