Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$435K Buy
755
+19
+3% +$11K 0.03% 565
2025
Q1
$416K Buy
736
+7
+1% +$3.95K 0.03% 567
2024
Q4
$437K Buy
729
+41
+6% +$24.6K 0.03% 545
2024
Q3
$401K Buy
+688
New +$401K 0.03% 558