Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Buy
784
+39
+5% +$13.8K 0.15% 62
2025
Q1
$261K Buy
745
+52
+8% +$18.2K 0.13% 67
2024
Q4
$219K Buy
+693
New +$219K 0.1% 68