Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$825K Buy
833
+5
+0.6% +$4.95K 0.66% 40
2025
Q1
$783K Buy
828
+19
+2% +$18K 0.77% 33
2024
Q4
$741K Buy
+809
New +$741K 0.82% 34